Global Equity Funds | Zurich Life Funds

Global Equity Funds

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 from any potential dividends paid by the individual companies.

Global equity funds seek to provide high total returns by investing in equities in established and various emerging markets worldwide. We have a number of global equity funds for investors to choose from.

The 5 Star 5 Global Fund is a unit-linked fund normally holding up to 50 global equities.

  • Actively managed fund by Zurich Life.
  • Indicative equity range: 80% - 100% of the value of the fund.
  • Select group of up to 50 equities across the globe.
  • Focus on sector and stock selection skills.

The International Equity Fund is an actively managed equity fund which aims to achieve growth from a portfolio of international equities and equity-based financial instruments.

  • Indicative equity range: 80% - 100% of the value of the fund.
  • Actively managed by Zurich Life.
  • Managed from the point of view of a eurozone investor.

The Global Select Fund (Columbia Threadneedle) aims to achieve growth through capital gains and income by investing in equities issued by companies worldwide.

  • An actively managed unit-linked fund.
  • The fund invests in a carefully selected concentrated portfolio of equities from companies worldwide.
  • Indicative equity exposure: 100% of the value of the fund.
  • Managed by Threadneedle Investments.

The Indexed Global Equity Fund (BlackRock) is a unit-linked fund that gives you the opportunity to participate in the performance of companies in the developed world.

  • 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.

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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