European Equity Funds
Investing in equities essentially means buying shares in companies trading on the stock market. Equities have the potential to drive real growth in your investment portfolio and often out-perform safer investments such as cash and bonds over the long term. Investing in equities means that you can receive capital growth through potential increases in the share price, and you may also gain income from any potential dividends paid by the individual companies.
Investors looking to invest in a range of European companies may choose from the following expertly selected European Equity Funds.
5 Star 5 Europe
The 5 Star 5 Europe Fund is a unit-linked fund, focusing on Europe and normally holding up to 50 equities in five different sectors.
- Actively managed fund by Zurich Life.
- Indicative equity range: 80% - 100% of the value of the fund.
- Select group of up to 50 equities from Europe.
- Focus is on sector and stock selection skills.
Eurozone Equity
The Eurozone Equity Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of eurozone equities and equity-based financial instruments.
- Actively managed by Zurich Life.
- Invests exclusively in eurozone equities.
- Indicative equity range: 80% - 100% of the value of the fund.
- A maximum of 10% of the fund in any one stock.
European Select (Columbia Threadneedle)
The European Select Fund (Columbia Threadneedle) aims to achieve growth through capital gains and income by investing in a relatively concentrated portfolio of equities of companies domiciled in Continental Europe or which have significant Continental European operations.
- An actively managed unit-linked fund that Invests in a relatively concentrated portfolio of equities of companies domiciled in Continental Europe or which have significant Continental European operations.
- Indicative equity exposure: 100% of the value of the fund.
- Managed by Threadneedle Investments.
Indexed Eurozone Equity (BlackRock)
The Indexed Eurozone Equity Fund (BlackRock) is a unit-linked fund that gives you the opportunity to participate in the performance of companies throughout the eurozone.
- Indicative equity exposure: 100% of the value of the fund.
Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.
BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.