Asia Pacific Equity Funds

Investing in equities essentially means buying shares in companies trading on the stock market. Equities have the potential to drive real growth in your investment portfolio and often out-perform safer investments such as cash and bonds over the long term. Investing in equities means that you can receive capital growth through potential increases in the share price, and you may also gain from any potential dividends paid by the individual companies.

Investors looking to invest in companies in the Asia Pacific region may choose from the following expertly selected, actively managed and diverse funds.

The 5 Star 5 Asia Pacific Fund is a unit-linked fund, focusing on the Asia Pacific region and normally holds 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 50 equities from the Asia Pacific region.
  • Focus is on sector and stock selection skills.
  • Risk rating: 6

The Japan Index Fund (BlackRock) is a unit-linked fund that aims to track the Japanese equity market.

  • Managed against a benchmark of the Morgan Stanley Capital International Inc (MSCI) Japan Index.
  • Aims to achieve a rate of return that is in line with the MSCI Japan Index.
  • Indicative equity exposure: 100% of the value of the fund.
  • Securities lending is used by BlackRock where possible, to generate additional revenue to offset administration fees. However this can increase the level of risk within the fund.
  • Risk rating: 6

The Asia Pacific Equity Fund is an actively managed equity fund which seeks to maximise growth through capital gains and income from a well-diversified portfolio of Asia Pacific equities and equity-based financial instruments.

  • Actively managed fund by Zurich Life.
  • Invests exclusively in Asia Pacific (Ex-Japan) equities.
  • Indicative equity range: 80% - 100% of the value of the fund.
  • A maximum weighting of 5% above its index weighting for any individual equity.
  • A maximum of 10% of the fund in any one individual equity.
  • Risk rating: 6

BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.

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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