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 - 278 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 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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