PPAA

Performance Fund

The Performance Fund invests in a wide range of global equities and equity-based financial instruments offering real growth opportunities.

It may also include bonds issued by governments, supranational bodies and other investment-grade corporate and non-sovereign bonds and/or bond based financial instruments.

Main features

  • Indicative equity range: 65% - 90% of the value of the fund.
  • Actively managed fund with investments in equities, bonds and cash.
  • Risk rating: 5

Who should invest in the fund?

  • Appeals to investors seeking competitive returns from a fund with high equity content.
  • Designed for investors who are comfortable with medium to high level of risk.
  • 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 aim of this fund is to offer investors competitive returns through participation in an actively managed fund

Investors can benefit from the performance of a well diversified portfolio of investments (equities, bonds and cash), together with active management of the asset classes with reference to a clearly defined indicative equity range.

The asset mix of the fund (equities, bonds and cash) and the specific stocks held are actively managed and constantly reviewed by our investment team.

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

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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