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 - 211 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?

Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €20.8 billion*. The most senior members of the investment team have been together for more than fifteen years. It is the close co-operation of our fund managers in making investment decisions across assets, sectors and markets that differentiates us from other fund managers. We have an integrated team-based investment process which ensures that we implement our investment strategy quickly and effectively. We are active investment managers with a macro-economic approach, which is top-down and asset allocation driven. We construct our portfolios to allow us to take advantage of opportunities over all parts of the economic cycle. Zurich has an excellent reputation for investment performance and customer service.

*Source: Zurich, December 2016.

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