QBAA

Asia Pacific Equity Fund

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.

Main features

  • 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

Who should invest in the fund?

  • Suitable for investors who are comfortable with high levels of risk.
  • Appeals to investors with a medium to long-term investment horizon.
  • Established to provide investors with a pure Asia Pacific equity investment.

Find out if this fund is available for your product choice (PDF - 226 KB)

How it works

The fund is managed against a benchmark of the FTSE World Asia Pacific (Ex- Japan) Index. Zurich Life will seek to add value to the fund and aim to outperfom the index through the fund managers’ country and stock selection skills.

The fund managers will manage the fund with the constraint of no individual equity-holding representing more than 5% * above its weighting in the FTSE World Asia Pacific (Ex-Japan) Index and with each individual equity's weighting capped at 10% * of the total fund.

The fund has the scope to invest in the full universe of the Asia Pacific region, excluding Japan.

In terms of currency, the fund is managed from the point of view of a eurozone investor. This fund is managed by Zurich Life.

* Equity-based financial instruments excluded.

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?

Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €21.6 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, October 2017.

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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