P5AA

5 Star 5 Global Fund

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.

Main features

  • 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

Who should invest in the fund?

  • Suitable for investors who are comfortable with high levels of risk.
  • Attractive to medium to long-term investors seeking superior returns from equity investments in established and emerging global markets.
  • Will appeal to those wishing to benefit from Zurich Life's track record of strong sector and stock selection skills while investing globally.

Find out if this fund is available for your product choice (PDF - 226 KB)

How it works

The fund’s objective is to offer superior returns by focusing on Zurich Life's strong sector and stock selection skills in global equities.

In the future, the sectoral and equity selection of the fund may be varied to avail of changing market dynamics, and so enhance the performance of the fund. For tactical reasons, the fund may also invest in cash or cash equivalents.

In terms of currency, the fund is managed from the point of view of a eurozone investor. As this fund invests some of its assets outside the eurozone, a currency risk arises for a euro investor.

This fund is managed by Zurich Life.

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 Zurich?

Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €21.6 billion*. The most senior members of the investment team have been together for more than fifteen years. It is the close co-operation of our fund managers in making investment decisions across assets, sectors and markets that differentiates us from other fund managers. We have an integrated team-based investment process which ensures that we implement our investment strategy quickly and effectively. We are active investment managers with a macro-economic approach, which is top-down and asset allocation driven. We construct our portfolios to allow us to take advantage of opportunities over all parts of the economic cycle. Zurich has an excellent reputation for investment performance and customer service.

*Source: Zurich, October 2017.

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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