PTAA

Dividend Growth Fund

The Dividend Growth Fund invests in international equities, the dividend yields of which tend to be higher than their markets’ dividend yield and, in addition, have the capacity to pay and sustain growing dividends over time.

Main features

  • Concentration on quality, above their market average, dividend-yielding equities.
  • Indicative equity range: 80% - 100% of the value of the fund.
  • Actively managed global equity fund by Zurich Life.
  • Risk rating: 5

Who should invest in the fund?

  • Suitable for investors who are comfortable with a medium to high level of risk.
  • Appeals to investors with a medium to long-term investment horizon.
  • Investors seeking competitive returns over the long term from a fund which offers the security of investing in quality companies with higher than average dividend yields.

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

How it works

The aim of this fund is to offer investors competitive returns through participation in a managed portfolio of higher dividend-yielding global equities.

It will seek to avoid companies where the dividend payments are deemed to be unsustainable. This fund seeks to provide superior growth through capital gains and income, using equities and equity-based financial instruments (for tactical reasons, the fund may also invest in cash).

Dividends received by the fund are reinvested in the fund.

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 Life?

At Zurich Life, we believe that the macro economic environment is the key driver for investment market themes. We are business cycle investors, and our portfolios are constructed to take advantage of investment opportunities over all parts of the economic cycle.

Our investment managers closely co-operate to make decisions across assets, markets and sectors, taking a 'top-down' approach to identify trends and to bring the best investment opportunities to our clients.

It's widely accepted that long-term investment returns within an investor's portfolio are driven by asset allocation. Asset allocation decisions have become increasing complex over the years, due to a changing economic landscape and market volatility. At Zurich Life, we have a reputation for making the right investment decisions at the right time.

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.

Get in touch

Call our Financial Planning Team

Arrange a callback from us

Get local advice