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.
European Select (Columbia Threadneedle)
The European Select Fund (Columbia Threadneedle) aims to achieve growth through capital gains and income by investing in a relatively concentrated portfolio of equities of companies domiciled in Continental Europe or which have significant Continental European operations. The 'Select' investment approach means that the fund has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility. The fund has a concentrated portfolio which leads to increased levels of stock specific risk. The fund may invest in fixed interest securities and money market instruments, when deemed appropriate. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. This fund is managed by Columbia Threadneedle.
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.