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.

Downloads

*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.

How it works

The increasing demand for physical resources, resulting from an expanding population and economic growth in emerging markets, underpins the potential for this fund to provide strong investment returns.

To maintain a balanced portfolio the fund will be monitored and rebalanced if any asset moves significantly outside its guideline exposure. Exposure to each asset will be reset to 25% on rebalancing. A currency risk arises as the majority of the investments held are currently transacted in US$.

Main features

  • Opportunity to invest in a diversified portfolio of non-traditional investments including oil, alternative energy, precious metals and agriculture.
  • A currency risk arises as the majority of the investments held are currently transacted in US$.
  • Indicative allocation of each asset:
    • Oil 20-30%
    • Alternative Energy 20-30%
    • Precious Metals 20-30%
    • Agriculture 20-30%
  • Risk rating: 5

Find out if this fund is available for your product choice

The Earth Resources Fund is designed to offer investors exposure to the world's physical resources. It is a unit-linked fund with strong growth potential that invests in and targets equal exposure to a range of diverse assets: oil, alternative energy, precious metals and agriculture.

P2AA
Earth Resources Fund

This fund is closed to new business

Current Fund Price* (as at 09/02/2024)

Type
Price
Bid
0.969
Offer
1.019

Asset Split**

95% Bonds
5% Cash

Annualised Performance (%)*

Why Zurich?

Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €32.2 billion*. The most senior members of the investment team have been together for more than fifteen years. It is the close co-operation of our fund managers in making investment decisions across assets, sectors and markets that differentiates us from other fund managers. We have an integrated team-based investment process which ensures that we implement our investment strategy quickly and effectively. We are active investment managers with a macro-economic approach, which is top-down and asset allocation driven. We construct our portfolios to allow us to take advantage of opportunities over all parts of the economic cycle. Zurich has an excellent reputation for investment performance and customer service.

*Source: Zurich, September 2023.