PEAA

Eurozone Equity Fund

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

Main features

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

Who should invest in the fund?

  • Suitable for investors who are comfortable with high levels of risk and have a medium to long term investment horizon.
  • Established to provide investors with a pure eurozone equity investment.
  • Can also be used in conjunction with other funds to allow investors to build their own diversified portfolio of investments.

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 Eurobloc Index. Zurich Life will seek to add value to the fund and aim to outperform the index through the fund managers’ stock selection skills.

The fund managers will manage the fund within the constraint of: No individual stock holding representing more than 5% above its weighting in the FTSE Eurobloc Index and any Individual stock's weighting capped at 10% of the total fund.

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

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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