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Small Cap Europe Fund (Pictet)

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.

Main features

  • 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?

  • Appeals to those looking for exposure to European small capitalisation companies.
  • Suitable for investors who are comfortable with high levels of risk.
  • For investors who have 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'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.

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 Pictet?

Founded in 1805, Pictet is Switzerland's largest private bank with assets under management totalling €119 billion*. Pictet's sole business is asset management and related services. With 20 offices worldwide, Pictet is considered one of the leading specialist investment houses in Europe, managing assets for a wide variety of institutional and private clients.

*Source: Pictet, September 2014.

Pictet Asset Management Ltd 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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