Service Team Phonelines: If you need to contact the Broker Service Teams by phone, please note that our lines are open 10am to 3.30pm Monday to Friday. Remember, many of the most common queries can be answered by logging into the Broker Centre – in particular current values, current premiums, policy information. All other team phonelines remain open 9am to 5pm.
Short Duration Corporate Bond
The Short Duration Corporate Bond Fund is an actively managed bond fund. It primarily invests in investment grade corporate bonds. The average duration of the bonds will typically be 1 to 3 years, but may extend down to 0 years or up to 5 years. It may also invest in supranational bonds and sovereign bonds. This fund may invest some of its assets outside of the eurozone subject to currency and duration exposure limits. Corporate bonds are subject to increased liquidity risk compared to sovereign bonds. This means that the fund may not always be able to sell its assets for full value, and this could significantly impact your returns if you exit or enter the fund at these times. As the fund is managed from the point of view of a euro investor any currency hedging that may be conducted will be into euros. This fund is managed by Zurich Life.
Current Fund Price* (as at 29/04/2021)
Price
1.061
1.116
Asset Split**
| 56% Bonds | |
| 29% Cash | |
| 14% Equity | |
| 1% Property |
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 quarterly.