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.

Pictet

Founded in 1805, Pictet is Switzerland's largest private bank with assets under management totalling €119 billion*. Pictet's sole business is asset management and related services. With 20 offices worldwide, Pictet is considered one of the leading specialist investment houses in Europe, managing assets for a wide variety of institutional and private clients.

*Source: Pictet, September 2014.

PIMCO

PIMCO is a leading global investment management firm, with offices in 12 countries throughout North America, Europe and Asia. Founded in 1971, PIMCO offers a wide range of innovative solutions to help millions of investors worldwide meet their needs. PIMCO has assets under management of $1.97 trillion* and employs over 2,000 employees.

*Source: PIMCO, June 2014.

MFS Meridian

MFS Investment Management is a premier global asset management firm that offers equity and fixed-income investment solutions to both institutional and retail clients. Their portfolio managers are supported by their entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for their clients. The core principles of their approach are integrated research, global collaboration and active risk management. MFS manages $438.1 billion* in assets on behalf of individual and institutional investors worldwide.

*Source: MFS, August 31 2014.

M&G

M&G Investments is a leading international asset manager, known for its long-term and conviction-led approach to investing. Established in 1931, M&G is an active manager of investments for individual and institutional clients. More than 80 years on, M&G is one of the leading global investment houses in Europe with funds under management in excess of £248 billion* across retail and institutional mandates.

*Source: M&G, March 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.

Henderson Horizon

Established in 1934, Henderson Global Investors (Henderson) is a leading independent global asset management firm. With its principal place of business in London, Henderson is one of Europe's largest investment managers, with £75.2 billion* assets under management and employs around 1,060 people worldwide.

*Source: Henderson, December 2013.

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.

Aberdeen

Aberdeen Asset Management PLC is a global investment management group, managing assets for both institutional and retail clients from offices around the world. Aberdeen employs 2,600 staff and maintains 33 offices in 25 countries. Aberdeen?s assets under management total £323.3 billion*, across the four asset classes: equities, fixed income, property and Aberdeen Solutions.

*Source: Aberdeen Asset Managers Limited, as at 31 December 2014

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

Pictet Asset Management Ltd is authorised and regulated by the Financial Conduct Authority.

PIMCO Europe Ltd is authorised and regulated by the Financial Conduct Authority in the UK. PIMCO Global Advisors (Ireland) Limited is regulated by the Central Bank of Ireland.

MFS International (UK) Ltd. is a private limited company registered in England and Wales with the company number 03062718, and is authorised and regulated by the Financial Conduct Authority.

M&G Securities 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).

Henderson Global Investors is the name under which Henderson Global Investors Limited (reg. no. 906355) (incorporated and registered in England and Wales with registered office at 201 Bishopsgate, London, EC2M 3AE) is authorised and regulated by the Financial Conduct Authority in the UK to provide investment products and services.

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.

Aberdeen Asset Managers Limited is authorised and regulated by the Financial Conduct Authority in the United Kingdom.

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