Indexed Global Energy and Metals | Zurich Life Funds

Indexed Global Energy and Metals Fund

The Indexed Global Energy & Metals Fund is a unit-linked fund that gives you the opportunity to gain exposure to commodity returns.

(Formerly known as Global Commodities Fund)

Main features

  • Assets include: Precious Metals, Industrial metals, Energy.
  • Fund is priced in Euro but the bulk of the commodities are transacted in US$ and as such a currency risk arises for a euro investor.
  • Risk rating: 5

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How it works

The fund objective is to provide investors with exposure to the performance of commodity returns. The fund currently achieves this by investing in the S&P GSCI ENERGY & METALS CAPPED COMPONENT 35/20 UCITS ETF.

This is an Exchange Traded Fund (ETF) managed by BNP Paribas. Zurich Life reserves the right to replace this ETF with another fund at any stage.

BNP Paribas aims to replicate the performance of the S&P GSCI Energy & Metals Capped Component 35/20 Total Return Index indirectly using derivative instruments.

The Index covers the energy and metals commodity sectors including oil, gas, industrial metals and precious metals. The ETF is priced in euro. However, the vast bulk of commodities are denominated and transacted in US$, and therefore a currency risk arises for a euro investor.

Note: Prior to 14/12/2015 the fund provided exposure to Energy, Metals, Agriculture and Livestock.

BNP Paribas does not guarantee that the S&P GSCI ENERGY & METALS CAPPED COMPONENT 35/20 UCITS ETF will always exactly mirror the index due to, amongst other things, the time lag and costs of reflecting changes in the index.

BNP Paribas Investment Partners Luxembourg is authorised and regulated by the Commission de Surveillance du Secteur Financier.





Asset Split**

44% Bonds
41% Cash
11% Equity
4% Alternatives

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 monthly.

Why Zurich?

Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €23.5 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, October 2018.

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.

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