Indexed Global Equity (BlackRock) | Zurich Life Funds

 
QP3A
Indexed Global Equity Fund (BlackRock)

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.

Main features

  • Indicative equity exposure: 100% of the value of the fund.
  • Risk rating: 6

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How it works

The fund currently invests in the ISHARES Developed World Index that aims to track the performance of the MSCI World Index. The fund seeks to provide a total return, taking into account both capital and income returns.

This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor.

This fund is managed by BlackRock Asset Management Ireland Limited.

 
 
 

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 BlackRock?

BlackRock is a truly global firm that combines the benefits of worldwide reach with local service and relationships. BlackRock employs more than 12,900 professionals and maintains offices in 30 countries and more than 60 cities around the world. BlackRock's assets under management total $5.4 trillion* across equity, fixed income, cash management, alternative investment, multi-asset and advisory strategies.

*Source: BlackRock, March 2017.

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

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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