Indexed Climate Focus World Equity Fund
The Indexed Climate Focus World Equity Fund is a unit-linked fund which gives you the opportunity to participate in the performance of companies that are working towards a climate neutral economy by seeking to align with the climate goals of the Paris Agreement on carbon reduction and the recommendations of the Task Force on Climate Related Financial Disclosures. Additionally, the Fund seeks to offset the estimated carbon footprint of the Fund’s portfolio of investments. The fund invests in the Zurich Climate Focus World Equity Fund, a sub-fund of the Zurich Invest ICAV. The Zurich Climate Focus World Equity Fund is passively managed and aims to track an index, but will not track it exactly. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor.
Downloads
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Indexed Climate Focus World Equity Fund information(You’re about to leave Zurich Ireland and visit the Zurich Group website)
- No two investors are the same
Current Fund Price* (as at 10/05/2024)
Price
39.750
41.842
Responsible Investment
As an investment manager, Zurich Life Assurance plc is conscious of the need to ensure that we invest policyholder and shareholder funds responsibly. For us, Responsible Investment is all about ‘doing well and doing good’.
This fund is classified as Article 8 under the Sustainable Financial Disclosure Regulation, more information can be found here:
SFDR Periodic Report
SFDR Fund Website Disclosure
SFDR Pre-Contractual Disclosure
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.