Protected 80 Fund

The aim of the Protected 80 Fund is to offer you the potential to earn real investment returns while limiting your exposure to risk. The fund is an actively managed fund which invests up to 70% in the equity based Dynamic Fund and the balance in a cash fund.

Current Fund Price* (as at 29/04/2021)

Type
Price
Bid
1.061
Offer
1.116

Current Fund Allocation (as at 16/01/2018)

Fund
Percentage
Dynamic
11.30%
Cash
88.70%

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.

PHCA
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.