Indexed European (Ex-UK) Property Fund
The Indexed European ex-UK Property Fund is a unit-linked fund that gives you the opportunity to share in the performance of some of Europe's leading real estate companies.
- Indicative equity exposure: 100% of the value of the fund.
- Opportunity to invest in a diversified portfolio of listed European (ex UK) property companies with higher than average dividend yields.
- Risk rating: 5
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 seek a long-term return on capital invested and 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 - 226 KB)
How it works
The fund objective is to provide investors with exposure to the European (ex UK) real estate sector. The fund currently achieves this by investing in the iShares European 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. The index covers companies listed in developed European countries (except for the UK). A currency risk arises for a euro investor, as some of the underlying companies operate outside the Eurozone.
BlackRock does not guarantee that the iShares European 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.
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.
Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €21.6 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, March 2017.