TBSA
Indexed Commodities
The Indexed Commodities Fund is a unit-linked fund that gives you the opportunity to participate in the performance of commodities including energy, grains and industrial and precious metals. The fund currently invests in an Invesco Exchange Traded Fund (ETF). The Invesco ETF is passively managed and aims to track an index, but may not track it exactly. Zurich Life reserves the right to replace this ETF with another fund at any stage. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. The unit-linked fund can have exposure to cash as part of the management of the fund.
Main features
- Diversified commodity exposure.
- Risk ratings: 6
- SFDR Class: Article 6
How it works
The fund currently invests in an Invesco Exchange Traded Fund (ETF). The Invesco ETF is passively managed and aims to track an index, but may not track it exactly. Zurich Life reserves the right to replace this ETF with another fund at any stage. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. The unit-linked fund can have exposure to cash as part of the management of the fund.
Current Fund Price* (as at 09/02/2024)
Price
0.969
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.