Indexed Global Energy and Metals | Zurich Life Funds

 
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Indexed Global Energy and Metals Fund

The Indexed Global Energy and Metals Fund (formerly Global Commodities Fund) is a unit-linked fund that gives you the opportunity to participate in the performance of energy and metal commodities, including oil, gas, industrial metals and precious metals. The fund currently invests in an Exchange Traded Fund (ETF) managed by BNP Paribas. The ETF aims to replicate the performance of an Index indirectly using derivative instruments. 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. This fund can have exposure to cash as part of the management of the fund

(Formerly known as Global Commodities Fund)

Main features

  • Assets include: Precious Metals, Industrial metals, Energy.
  • Risk rating:

Find out if this fund is available for your product choice

Current Fund Price* (as at 04/07/2019)

Type
Price
Bid
0.445
Offer
0.468

Asset Split**

60% Equity
37% Cash
3% Bonds

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 €24.4 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, June 2019.

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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