PLAA

Long Bond Fund

The Long Bond Fund mainly invests in longer-dated bonds with over ten years to maturity primarily issued by eurozone governments.

It is managed against a benchmark of the Merrill Lynch Eurozone Government Over 10 Years Bond Index.

Main features

  • Actively managed by Zurich Life.
  • Maximum 10% in corporate bond exposure.
  • Maximum 10% in non-eurozone bonds.
  • The fund will not take any non-euro currency exposure.
  • Risk rating: 4

Who should invest in the fund?

  • Suitable for investors who are comfortable with a medium level of risk.
  • Appeals to investors with a medium to long term investment horizon.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

The aim of the fund is to add value and out-perform the Merrill Lynch Eurozone Government Over 10 Years Bond Index by managing the duration of the portfolio and the mix of government and other investment grade securities.

The minimum duration of the fund may not be less than 75% of the benchmark index duration.

No more than 10% of the fund may be in non-eurozone bonds and then only on the basis that they are hedged back into the euro.

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why Zurich Life?

At Zurich Life, we believe that the macro economic environment is the key driver for investment market themes. We are business cycle investors, and our portfolios are constructed to take advantage of investment opportunities over all parts of the economic cycle.

Our investment managers closely co-operate to make decisions across assets, markets and sectors, taking a 'top-down' approach to identify trends and to bring the best investment opportunities to our clients.

It's widely accepted that long-term investment returns within an investor's portfolio are driven by asset allocation. Asset allocation decisions have become increasing complex over the years, due to a changing economic landscape and market volatility. At Zurich Life, we have a reputation for making the right investment decisions at the right time.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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