5 Star 5 Americas Fund
The 5 Star 5 Americas Fund is a unit-linked fund, concentrating on the Americas and normally holding up to 50 equities in five different sectors.
- Actively managed fund by Zurich Life.
- Indicative equity range: 80% - 100% of the value of the fund.
- Select group of up to 50 equities from the Americas region.
- Focus is on sector and stock selection skills.
- Risk rating: 6
Who should invest in the fund?
- Suitable for investors who are comfortable with high levels of risk.
- Attractive to long-term investors seeking superior returns from equity investments in the established and emerging markets of the Americas region.
- Will appeal to investors who wish to invest in the Americas Region and want access to Zurich Life's track record of strong sector and stock selection skills.
Find out if this fund is available for your product choice (PDF - 211 KB)
How it works
The fund’s objective is to offer superior returns by focusing on Zurich Life's strong sector and stock selection skills in America.
It offers the opportunity to invest in the US, the world’s biggest and most dynamic economy, and may also have holdings in resource rich Canada and the exciting emerging markets of Latin America.
In the future, the sectoral and equity selection of the fund may be varied to avail of changing market dynamics and so enhance the performance of the fund.
For tactical reasons, the fund may also invest in cash or cash equivalents.
In terms of currency, the fund is managed from the point of view of a eurozone investor. As this fund invests outside the eurozone, a currency risk arises for a euro investor. This fund is managed by Zurich Life.
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.
Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €20.8 billion*. The most senior members of the investment team have been together for more than fifteen years. It is the close co-operation of our fund managers in making investment decisions across assets, sectors and markets that differentiates us from other fund managers. We have an integrated team-based investment process which ensures that we implement our investment strategy quickly and effectively. We are active investment managers with a macro-economic approach, which is top-down and asset allocation driven. We construct our portfolios to allow us to take advantage of opportunities over all parts of the economic cycle. Zurich has an excellent reputation for investment performance and customer service.
*Source: Zurich, December 2016.