Irish Equity Fund

The Irish Equity Fund is an actively managed equity fund which seeks to maximise growth through capital gain and income from a diversified portfolio of Irish equities and equity based financial instruments.

Main features

  • Actively managed by Zurich Life.
  • Invests exclusively in Irish equities and equity based financial instruments.
  • Indicative equity range: 80% - 100% of the value of the fund.
  • Managed against a benchmark of the ISEQ Index.
  • Risk rating: 6

Who should invest in the fund?

  • Suitable for investors who are comfortable with high levels of risk.
  • Appeals to investors who have a medium to long-term investment horizon.
  • Established to provide investors with an actively managed Irish equity fund.

Due to the concentrated nature of the ISEQ Index, investors should be aware that the top 4 to 5 stocks tend to make up over 50% of the index on an ongoing basis. This concentration leads to increased levels of stock specific risk and therefore, the fund is more appropriate as part of a diversified investment portfolio.

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How it works

The fund is managed against a benchmark of the ISEQ Index. Zurich Life will seek to add value to the fund and achieve superior returns through the fund manager’s stock selection skills.

In terms of currency the fund is managed from the point of view of a eurozone investor. The fund may invest in shares listed on the Irish Stock Exchange which also trade on other exchanges. This may result in some currency risk for the euro investor. This fund is managed by Zurich Life.

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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