What is the Investment Bond?
Have you received a windfall that you'd like to invest? Maybe you've recently encashed an existing savings plan. Or you've come into some inheritance or a redundancy package. Now you're looking for a good home for that lump sum. Instead of opting for a standard deposit account, you can choose to invest in an investment bond, which gives you the opportunity to gain returns on your investment over time. Our Investment Bond has lots to offer for all kinds of potential investors.
There is a Key Information Document (KID) available on our Investment Bond. This document is a good source of further information.
The Investment Bond is a unit-linked single premium investment bond, designed for people investing lump sums
It’s a medium to long-term investment option for your savings – ideally, you should consider it for seven years or longer
It has an excellent range of investment fund choices, with options for those that are averse to risk to those that like a little more adventure
Who is the Investment Bond for?
This plan will suit people who wish to invest a lump sum and have the potential to earn a return
People looking for an alternative to a low interest deposit account for their savings
Those looking to invest in a variety of different funds
What are the main features of our Investment Bond?
Choice and Flexibility
The range of funds offered includes equity funds, bond funds, cash funds, funds with a combination of assets as well. You can change fund at any time up to 4 free switches per year.
Option for regular income
you may take a regular income from your bond if you wish.
autoinvest
Autoinvest from Zurich is a phased investment strategy, where you drip feed your funds into the market over a period of time.
How does lump sum investment work?
We can help you decide which funds will be best suited to you
You can then anticipate a growth on your initial investment, depending on the types of funds you've opted for
Why invest with Zurich Investment Bond?
Market leading investment performance*
Trust in the experience of Zurich
Zurich Life has been meeting the financial needs of people in Ireland since 1977 and Zurich Investments has been managing diversified multi-asset funds for over 30 years. Our investment team is responsible for funds under management of approximately €32 billion, of which pension assets amount to €26.9 billion**.
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Keep track of your money 24/7
With Zurich’s online platform you can see how your investment is performing at any stage. And with a wide range of helpful tools, calculators and videos, you’ll have access to everything you need to ensure you are kept fully up to date on your money.
Funds for every risk profile
You can quickly work out your risk profile – the level of investment risk you are comfortable with – by using the ‘risk profiler’ tool with your Financial Broker. Depending on your risk profile, you should be able to find an investment fund to match you.
Investing responsibly for future generations
Investing responsibly for future generations As an investment manager, Zurich Life in Ireland is conscious of the need to ensure that we invest policyholder and shareholder funds responsibly. For the Group, Responsible Investment is all about ‘doing well and doing good’. Zurich in Ireland shares this commitment and participates in group-wide practices in relation to Responsible Investment.
*Zurich Life. Annualised performance figures quoted to 03/07/2023. Returns are based on offer to offer performance and do not represent the return achieved by individual policies linked to the fund.
**Zurich life July 2023.