Indexed Eurozone Equity Fund (BlackRock)

The Indexed Eurozone Equity Fund (BlackRock) is a unit-linked fund that gives you the opportunity to participate in the performance of companies throughout the eurozone.

Main features

  • Indicative equity exposure: 100% of the value of the fund.
  • The fund will not take any non-euro currency exposure.
  • A passively managed unit-linked fund that aims to track the performance of the MSCI EMU Index.
  • Risk rating: 6

Who should invest in the fund?

  • Designed to appeal to investors who wish to invest in EMU equities.
  • Due to its high equity exposure, the fund may be volatile and will generally appeal to investors with a very high risk preference who are investing over the long-term.

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

How it works

The fund seeks to provide a total return, taking into account both capital and income returns. It aims to track the performance of the MSCI EMU Index by investing in the BlackRock EMU Index Sub-Fund, which is managed by BlackRock Investment Management (UK) Limited.

The MSCI EMU Index is designed to capture the market performance of European Economic and Monetary Union (EMU) equities. It is a free float-adjusted market capitalisation weighted index with net dividends reinvested.

Zurich Life and BlackRock do not guarantee that the fund will provide the returns of the MSCI EMU Index due to, amongst other things, the time lag and costs of reflecting changes in the index.

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 BlackRock?

BlackRock is a truly global firm that combines the benefits of worldwide reach with local service and relationships. BlackRock employs more than 12,900 professionals and maintains offices in 30 countries and more than 60 cities around the world. BlackRock's assets under management total $5.4 trillion* across equity, fixed income, cash management, alternative investment, multi-asset and advisory strategies.

*Source: BlackRock, March 2017.

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

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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