TALA

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.

Main features

  • 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?

  • Appeals to investors looking for exposure to UK listed companies.
  • Suitable for investors who are comfortable with high levels of risk.
  • For investors with a medium to long term investment horizon.

Find out if this fund is available for your product choice (PDF - 110 KB)

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.

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 N/A?

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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