QP3A

Indexed Global Equity Fund (BlackRock)

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.

Main features

  • 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

Who should invest in the fund?

  • Designed to appeal to investors who wish to invest in developed world equities.
  • Due to its high equity exposure, the fund may be volatile and will generally appeal to investors with a medium to high risk preference who are investing over the medium to long-term.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

The Indexed Global Equity Fund is a unit-linked fund that gives you the opportunity to participate in the performance of companies in the developed world. The fund seeks to provide a total return, taking into account both capital and income returns.

The fund aims to track the performance of the MSCI World Index by investing in the BlackRock Developed World Index Sub-Fund which 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 9,700 professionals and maintains offices in 29 countries and more than 60 cities around the world. BlackRock's assets under management total $4.3 trillion* across equity, fixed income, cash management, alternative investment, multi-asset and advisory strategies.

*Source: BlackRock, March 2014.

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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