Bond Funds | Zurich Life Funds

Bond Funds

Bonds are essentially loans to governments or companies which are returned with a pre-determined rate of interest to the investor. Details of the different Bond funds you can choose from are listed below.

The Global Corporate Bond Fund (JP Morgan) is a unit-linked fund that gives you the opportunity to gain exposure to corporate bonds.

  • Managed by JP Morgan

The Global Government Bond Fund (JP Morgan) is a unit-linked fund that gives you the opportunity to gain exposure to government bonds. It does this by investing in the JP Morgan Global Government Bond Fund.

  • Unit-linked fund
  • Managed by JP Morgan

The Indexed Eurozone Government Bond Fund (BlackRock) is a unit-linked fund that gives you the opportunity to participate in the performance of the euro-denominated EMU government bond market. This fund is managed by BlackRock Asset Management Ireland Limited.

  • Opportunity to invest in the euro-dominated EMU government bond market.
  • The fund currently invests in the ISHARES Euro Government Bond Index
  • The fund will not take any non-euro currency exposure.

The Active Fixed Income Fund is an actively managed bond fund. It primarily invests in bonds issued by eurozone governments and bond-based financial instruments. It may also invest in supranational bonds and other investment grade corporate and non-sovereign bonds.

  • Actively managed by Zurich Life.
  • A maximum 30% in non-eurozone bonds.

The Indexed Inflation-linked Bond Fund is a unit-linked fund that gives you the opportunity to participate in the performance of Eurozone government inflation-linked bonds.

  • Opportunity to invest in Eurozone government inflation-linked bonds.
  • Potential to make higher returns, in the event of higher than expected future eurozone inflation.
  • This fund will not take any non-euro currency exposure.
  • Aims to track performance of the Bloomberg Barclays Euro Government Inflation-Linked Bond Index.
  • Invests in an ETF managed by BlackRock Asset Management Ireland Limited.

The Long Bond Fund aims to achieve growth by investing mainly in longer-dated bonds with over ten years to maturity primarily issued by eurozone governments.

  • Actively managed by Zurich Life.
  • Invests mainly in bonds with over ten years to maturity.

JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority.

BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.

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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