Indexed Inflation-linked Bond | Zurich Life Funds

Indexed Inflation-linked Bond Fund

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.

Main features

  • 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.
  • Risk rating: 3

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How it works

The fund objective is to provide investors with exposure to the performance of Eurozone government inflation-linked bonds. The fund currently achieves this by investing in the iShares Euro Inflation Linked Government Bond UCITS ETF.

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

The coupons and maturity proceeds of inflation-linked bonds change in line with a specified inflation index. In this way, inflation-linked bonds can be used to provide protection from inflation. The inflation-linked bonds in which the fund invests are linked to indices of inflation within the Eurozone or within Eurozone member states.

The market value of inflation-linked bonds and, therefore the performance of this fund, depends on a variety of factors, including the expected level of interest rates and expected inflation.

BlackRock does not guarantee that the iShares Euro Inflation Linked Government Bond UCITS ETF Fund will always exactly mirror the index due to, amongst other things, the time lag and costs of reflecting changes in the index.

BlackRock Asset Management Ireland Limited is authorised and regulated by the Central Bank of Ireland.


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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