PEAA
Eurozone Equity Fund
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. For tactical reasons, the fund may also invest in cash or cash equivalents. This fund is managed by Zurich Life.
Main features
- 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.
- Risk ratings: 6
- SFDR Class: Article 6
How it works
Zurich Life will seek to add value to the fund through the fund managers' stock selection skills. For tactical reasons, the fund may also invest in cash or cash equivalents.
This fund is managed by Zurich Life.
Asset Split**
| 95% Bonds | |
| 5% Cash |
Annualised Performance (%)*
Current Fund Price* (as at 09/02/2024)
Price
0.969
1.019
*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 quarterly.
Why Zurich?
Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €32.2 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, September 2023.