Small Cap Europe Fund
This fund is closed to new business
The Small Cap Europe Fund (Pictet) is a unit-linked fund that gives you the opportunity to participate in the performance of small capitalisation companies in Europe (market cap of less than €3.5 billion). To achieve this, it invests in the Pictet Small Cap Europe Fund.
- An actively managed unit-linked fund that gives you the opportunity to participate in the performance of small capitalisation companies in Europe.
- Managed by Pictet.
- Risk rating: 6
Who should invest in the fund?
How it works
The fund's objective is to seek capital growth by investing a minimum of two-thirds of its assets in shares issued by companies (with capitalisation of less than 3.5 billion euro) whose main business and/or registered office is in Europe.
The fund may use financial derivative instruments for investment or hedging purposes. The fund may also invest in structured products.
As this fund invests some of its assets outside the eurozone, a currency risk arises for a euro investor. This fund is managed by Pictet.
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.