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.
Global Small Companies (Dimensional)
TBVA
The Global Small Companies Fund (Dimensional) aims to achieve long-term total return. The fund is actively managed and invests in shares of companies listed on the principal stock exchanges in developed countries around the world. The fund invests in a broad and diverse group of smaller sized companies. No more than 20% of the fund’s net assets will be invested in countries that are considered to be emerging markets. The fund may use financial contracts or instruments (derivatives) to manage risk, reduce costs or improve returns.
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.