Global Equity Funds

Equities have the potential to drive real growth in your investment portfolio and often out-perform safer investments such as cash and bonds over the long term. Investing in equities means that you can receive capital growth through potential increases in the share price, and you may also gain from any potential dividends paid by the individual companies.

Global equity funds seek to provide high total returns by investing in equities in established and various emerging markets worldwide. We have a number of global equity funds for investors to choose from.

The 5 Star 5 Global Fund is a unit-linked fund normally holding up to 50 global equities. Spread across five sectors, these equities have been carefully selected based on exposure to a growth market, leadership in the market and the ability to generate out-performance for shareholders.

  • Actively managed fund by Zurich Life.
  • Indicative equity range: 80% - 100% of the value of the fund.
  • Select group of up to 50 equities across the globe.
  • Focus on sector and stock selection skills.
  • Managed from the point of view of a eurozone investor.
  • Risk rating: 5

The International Equity Fund is an actively managed equity fund that seeks to drive growth by investing a well-diversified portfolio of international equities and equity-based financial instruments.

  • Indicative equity range: 80% - 100% of the value of the fund.
  • Actively managed by Zurich Life.
  • Managed from the point of view of a eurozone investor.
  • Risk rating: 5

The Global Select Fund (Threadneedle) aims to achieve capital growth by investing in a relatively concentrated portfolio of equities issued by companies worldwide.

  • An actively managed unit-linked fund.
  • The fund invests in a carefully selected concentrated portfolio of equities from companies worldwide.
  • Indicative equity exposure: 100% of the value of the fund.
  • Managed by Threadneedle Investments.
  • Risk rating: 6

The Global Equity Fund is an actively managed equity fund that seeks to drive growth through capital gains and income from a well-diversified portfolio of global equities and equity-based financial instruments. The fund is managed by MFS Investments.

  • Actively managed, unit linked fund.
  • Seeks to drive growth through investment in well-diversified portfolio of global equities.
  • The fund is managed by MFS Investments.
  • Risk rating: 5

The Indexed Global Equity Fund (BlackRock) is a unit-linked fund that gives you the opportunity to participate in the performance of companies in the developed world.

  • Indicative equity exposure: 100% of the value of the fund.
  • A passively managed unit-linked fund that aims to track the performance of the MSCI World Index.
  • The fund is exposed to movements in exchange rates.
  • Risk rating: 5

Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.

MFS International (UK) Ltd. is a private limited company registered in England and Wales with the company number 03062718, and is authorised and regulated by the Financial Conduct Authority.

BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.

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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