TAPA

Global Dividend Fund

This fund is closed to new business

The Global Dividend Fund (M&G) is a unit-linked fund that gives you the opportunity to participate in the performance of companies with higher dividend yields than the global average and with the potential to grow their dividends over time. To achieve this, it invests in the M&G Global Dividend Fund.

Main features

  • A unit-linked fund giving you the opportunity to participate in the performance of companies with higher dividend yields than the global average.
  • Managed by M&G.
  • Risk rating: 6

Who should invest in the fund?

  • Suitable for investors who are comfortable with medium to high levels of risk.
  • Appeals to investors with a medium to long-term investment horizon.

Find out if this fund is available for your product choice (PDF - 110 KB)

How it works

The fund's investment strategy is to identify companies that understand capital discipline, have the potential to increase dividends consistently, are undervalued by the stock market and can outperform in all market conditions.

As this fund invests most of its assets outside the eurozone, a currency risk arises for a euro investor. This fund is managed by M&G.

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 N/A?

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