Secure Fund

This fund is closed to new business

The Secure Fund is a cash fund with unit prices guaranteed never to fall.

Main features

  • Managed by Zurich Life
  • Invests in deposits, money market instruments and short-dated fixed income government securities.
  • Unit prices in this fund are guaranteed never to fall. (Annual management charges (AMC) apply).
  • Risk rating: 1

Who should invest in the fund?

  • Suitable for investors who are comfortable with a very low level of risk and whose principle aim is safety.

Find out if this fund is available for your product choice (PDF - 110 KB)

How it works

This fund is invested in deposits with leading institutions, money market instruments, and short-dated fixed income securities issued by governments of the euro currency block.

No non-euro exposure is permitted in this fund.

In terms of currency the fund is managed from the point of view of a eurozone investor.

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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