P6AA
Green Resources Fund
The Green Resources Fund invests in the renewable energy, power delivery, cleaner fuel, water utility and water equipment industries. Global population growth and economic development are expected to drive demand for clean water supplies and alternative energy sources. This fund is expected to gain from this growth in demand.
Main features
- Opportunity to invest in non-traditional investments: Alternative Energy and Water.
- The fund currently invests in the following Exchange Traded Funds (ETFs): PowerShares Wilderhill Clean Energy Portfolio and the iShares S&P Global Water ETFs.
- A currency risk arises as many of the underlying companies operate outside the eurozone.
- Risk rating: 6
How it works
The Green Resources Fund targets exposure to the Alternative Energy and Water sectors. It invests in the renewable energy, power delivery, cleaner fuel, water utility and water equipment industries.
Global population growth and economic development are expected to drive demand for clean water supplies and alternative energy sources. A currency risk arises as many of the underlying companies operate outside the eurozone.
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.
Why Zurich?
Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €28.4 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, December 2022.
