Indexed Eurozone Property | Zurich Life Funds

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Indexed Eurozone Property Fund

This fund is closed to new business

The Indexed Eurozone Property Fund is a unit-linked fund that gives you the opportunity to share in the performance of some of Europe's leading real estate companies.

Main features

  • Indicative equity exposure: 100% of the value of the fund.
  • Opportunity to share in the performance of some of Europe's leading real estate companies
  • Risk rating: 6

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How it works

The Indexed Eurozone Property Fund is a unit-linked fund that gives you the opportunity to share in the performance of some of Europe’s leading real estate companies. The fund currently achieves this by investing in the BNP Paribas FTSE EPRA/NAREIT Eurozone Capped fund.

This is an Exchange Traded Fund (ETF) managed by BNP Paribas. Zurich Life reserves the right to replace this ETF with another fund at any stage. The BNP Paribas FTSE EPRA/NAREIT Eurozone Capped fund aims to track the FTSE EPRA/NAREIT Eurozone Capped Index, reflecting the general trends of the Eurozone property sector. BNP Paribas reserves the right to change this index.

The ETF may replicate the index directly by purchase of shares in the individual property companies making up the index or synthetically through the use of financial derivatives.

 

 
 
 

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 €22.9 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, June 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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