UK Growth Fund
This fund is closed to new business
The UK Growth Fund (M&G) is an actively managed unit-linked fund that gives you the opportunity to participate in the performance of companies in the UK. To achieve this, it invests in the M&G UK Select Fund.
- Emphasis on finding undervalued companies with attractive growth prospects.
- An actively managed fund that Invests at least 80% of its assets in a portfolio of shares in UK-listed companies.
- Managed by M&G
- Risk rating: 6
Who should invest in the fund?
How it works
The fund aims to achieve capital growth by investing at least 80% of its assets in a portfolio of shares in UK-listed companies with the emphasis on finding undervalued companies with attractive growth prospects.
The fund may use financial derivative instruments for the purposes of hedging or efficient portfolio management.
As this fund invests most of its assets outside the eurozone, a currency risk arises for a euro investor. This fund is managed by M&G.
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.