PRCA

Indexed Australasia Property Fund

The Indexed Australasia Property Fund is a unit-linked fund that gives you the opportunity to share in the performance of some of Australasia’s leading real estate companies.

Main features

  • Indicative equity exposure: 100% of the value of the fund
  • Opportunity to invest in a diversified portfolio of listed Australasian property companies and Real Estate Investment Trusts (REITs) with higher than average dividend yields.
  • Risk rating: 6

Who should invest in the fund?

  • Suitable for investors who are comfortable with a high level of risk.
  • Appeals to investors with a medium to long-term investment horizon.
  • Investors who are willing to accept the risks inherent in the volatility of property related investments.

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 exposure to the Australasian real estate sector. The fund currently achieves this by investing in the iShares Asia Property Yield UCITS ETF.

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

The Index covers property companies and Real Estate Investment Trusts (REITs) that pay a higher percentage of their profits as income. A currency risk arises for a euro investor, as the underlying companies operate outside the Eurozone.

BlackRock does not guarantee that the iShares Asia Property Yield UCITS ETF will always exactly mirror the index due to, amongst other things, the time lag and costs of reflecting changes in the index.

BlackRock Asset Management Ireland Limited is authorised and regulated by the Central Bank of Ireland.

 

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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