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

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.

JP Morgan

J.P. 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 $1.84 trillion*, it is one of the largest asset and wealth managers in the world.

*Source: JP Morgan, March 2017.

Invesco

Invesco is a leading independent global investment manager, committed to helping investors achieve their financial objectives. They have more than 750 dedicated investment professionals operating in over 20 countries*. By delivering the combined power of their distinctive global investment management capabilities, Invesco provides a wide range of investment strategies and products to clients and investors around the world and has over $859 billion in Assets under Management.

*Source: Invesco Ltd, June 2017.

Dimensional

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 $497 billion in Global assets as of 31 March, 2017.

*Source: Dimensional Fund Advisors, March 2017.

Columbia Threadneedle

Columbia Threadneedle is an international asset manager offering a range of investment funds. Founded in 1994 and headquartered in London, Columbia Threadneedle is fully-owned by Ameriprise Financial, a publicly quoted investment company, which is listed on the NYSE. Columbia Threadneedle has $467 billion* of assets under management and has a presence in sixteen countries.

*Source: Columbia Threadneedle, March 2017.

BlackRock

BlackRock is a truly global firm that combines the benefits of worldwide reach with local service and relationships. BlackRock employs more than 12,900 professionals and maintains offices in 30 countries and more than 60 cities around the world. BlackRock's assets under management total $5.4 trillion* across equity, fixed income, cash management, alternative investment, multi-asset and advisory strategies.

*Source: BlackRock, March 2017.

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.

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

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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