UK Index Fund (BlackRock)

This fund is closed to new business

The UK Index Fund (BlackRock) is a unit-linked fund that aims to track the UK equity markets.

Main features

  • Passively managed against a benchmark of the MSCI UK Index.
  • Aims to achieve a rate of return that is in line with the MSCI UK Index.
  • Equity exposure: 100% of the value of the fund.
  • Securities lending is used by BlackRock where possible, to generate additional revenue to offset administration fees. However this can increase the level of risk within the fund.
  • Risk rating: 6

Who should invest in the fund?

  • An Ideal choice for investors seeking to track the performance of the UK equity markets.
  • Suitable for investors who are comfortable with a high level of risk.
  • For investors with a medium to long-term investment horizon.

Find out if this fund is available for your product choice (PDF - 210 KB)

How it works

The fund aims to achieve a return in line with the UK equity markets.

The benchmark for this fund is the MSCI UK Index. While Zurich Life prices the fund in euro, the underlying index fund is denominated in £Stg and therefore a currency risk arises.

This fund is managed by BlackRock Investment Management (UK) Limited.

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 BlackRock?

BlackRock is a truly global firm that combines the benefits of worldwide reach with local service and relationships. BlackRock employs more than 12,900 professionals and maintains offices in 30 countries and more than 60 cities around the world. BlackRock's assets under management total $5.4 trillion* across equity, fixed income, cash management, alternative investment, multi-asset and advisory strategies.

*Source: BlackRock, March 2017.

BlackRock Investment Management (UK) Limited 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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