Our Fund Partners

When your money goes into a fund, it is invested by a fund manager in the hope that it will grow over time. We believe that talented, experienced, and well resourced fund managers are able to improve investment returns over the long-term.

At Zurich Life, we offer you funds from a wide range of global fund managers, including our own investment team, making sure you have a world-class range of funds to choose from.

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.

Threadneedle

Threadneedle is an international asset manager offering a range of investment funds. Founded in 1994 and headquartered in London, Threadneedle is fully-owned by Ameriprise Financial, a publicly quoted investment company, which is listed on the NYSE. With a team of well over one hundred talented investment professionals, its expertise extends to equities, bonds and alternative investments.

Threadneedle has £92.8 billion* of assets under management and has a presence in sixteen countries: Australia, Austria, Denmark, France, Germany, Hong Kong, Italy, Luxembourg, Netherlands, Spain, Sweden, Switzerland, Singapore, UAE, the UK and the US.

*Source: Threadneedle, June 2014.

JP Morgan

JP Morgan has expertise across every key asset class and investment market so it can offer clients the widest range of investment solutions. Its business is asset management and it has investment teams networked across more than 15 cities across the world, connected by investment hubs in London, New York, Tokyo and Hong Kong. With assets under management of $1.5 trillion*, it is one of the largest asset and wealth managers in the world.

*Source: JP Morgan, September 2013.

Invesco

Invesco is a leading independent global investment manager, committed to helping investors achieve their financial objectives. It has more than 750 dedicated investment professionals operating in over 20 countries, serving clients in more than 150 countries.*

*Source: Invesco Ltd, 30 June 2014.

Dimensional Fund Advisors

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, they work to implement compelling ideas in finance for the benefit of clients. An enduring philosophy, strong client commitment, and a strong connection with the academic community underpin their approach. Dimensional manages $415 billion in Global assets*

*Source: Dimensional Fund Advisors Ltd, June 30, 2016.

BlackRock

BlackRock is a truly global firm that combines the benefits of worldwide reach with local service and relationships. BlackRock employs more than 9,700 professionals and maintains offices in 29 countries and more than 60 cities around the world. BlackRock's assets under management total $4.3 trillion* across equity, fixed income, cash management, alternative investment, multi-asset and advisory strategies.

*Source: BlackRock, March 2014.

Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.

JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority.

Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF).

Dimensional Fund Advisors Ltd., registered address 20 Triton Street, Regent's Place, London, NW1 3BF, Company Number 02569601, which is authorised and regulated by the Financial Conduct Authority - Firm Reference No.150100.

BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.

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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