I01A

Indexed TopTech 100 Fund

The Indexed TopTech 100 Fund gives you the opportunity to link to the performance of the NASDAQ-100 index and share in the performance of some of the world's leading information technology companies.

Main features

  • Indicative equity exposure: 100% of the value of the fund.
  • Access to the performance of a portfolio of 100 stocks with a bias towards information technology stocks.
  • Risk rating: 6

Who should invest in the fund?

  • Appeal to investors who view information technology as a growth sector going forward.
  • This is a highly volatile sector which will appeal to investors who are comfortable with a high level of risk
  • Suitable for investors with a medium to long-term investment horizon.

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

How it works

The fund objective is to provide investors with the opportunity to link to the performance of the NASDAQ-100 index and share in the performance of some of the world's leading information technology companies. The fund currently achieves this by investing in the PowerShares QQQ fund.

This is an Exchange Traded Fund (ETF) managed by Invesco PowerShares. Zurich Life reserves the right to replace this ETF with another fund at any stage.

The NASDAQ-100 index represents the largest non-financial securities on the NASDAQ Stock Market with information technology companies making up the largest component of the index. As this fund invests outside the Eurozone, a currency risk arises for a euro investor.

The constituent stocks and their weights within the NASDAQ-100 Index are constantly changing.

Invesco PowerShares do not guarantee that the PowerShares QQQ Fund will always exactly mirror the index due to, amongst other things, the time lag and costs of reflecting changes in the index.

The fund is exposed to the movement of the US$ against the euro and as such a currency risk arises for a eurozone investor.

PowerShares® is a registered trademark of Invesco PowerShares Capital Management LLC, investment adviser. Invesco PowerShares Capital Management LLC (Invesco PowerShares) and Invesco Distributors, Inc., ETF distributor, are indirect, wholly owned subsidiaries of Invesco Ltd.

 

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.

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