PZAA

Indexed India Equity Fund

The Indexed India Equity Fund is a unit-linked fund that gives you the opportunity to share in the performance of companies in India’s emerging economy.

Main features

  • Indicative equity exposure: 100% of the value of the fund.
  • The fund invests in an Exchange Traded Fund (ETF) that aims to track the performance of the Morgan Stanley Capital International Inc. (MSCI) India Index.
  • It offers access to the performance of Indian equities, without incurring large costs and without the administrative difficulties or constraints of dealing directly in India.
  • Risk rating: 6

Who should invest in the fund?

  • Appeals to investors who wish to invest in equities from India’s emerging market.
  • Due to its high equity exposure and the nature of emerging markets, the fund may be volatile and will generally appeal to investors with a very high risk preference.
  • Suitable for investors with a medium to long-term investment horizon.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

The fund objective is to provide investors with exposure to Indian equities. The fund currently achieves this by investing in the Lyxor UCITS ETF MSCI India.

This is an Exchange Traded Fund (ETF) managed by Lyxor. Zurich Life reserves the right to replace this ETF with another fund at any stage.

Lyxor aims to replicate the performance of the MSCI Index indirectly using derivative instruments. As the MSCI India Index is priced in rupees, a currency risk arises for a euro investor. This unit-linked fund is denominated in euro.

Lyxor does not guarantee that the ETF will always mirror the index due to, amongst other things, the time lag and costs of reflecting changes in the index.

Lyxor Asset Management is authorized and regulated by the Autorité des marchés financiers (AMF).  

 

 

 

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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