As retirement nears you need more than ever to start thinking about protecting your savings but at the same time generating returns to ensure you have enough to live on.

Zurich Investments provides two great equity funds that break from tradition.

The Zurich Investments Global Equity Income Fund and Equity Income Fund, managed by Denning Pryce, have proved that Australian and international shares can offer a regular income stream, some downside protection and lower volatility than the overall sharemarket.

Key reasons to invest

The fund's unique investment strategy enables it to deliver a range of benefits to investors:

Global Equity Income Fund

The Global Equity Income Fund is a specialist high yield global equities fund that delivers regular income, with lower volatility whilst providing the diversification benefits of exposure to some of the world’s most exciting and recognisable companies.

Fund Performance  > Client Flyer  >

Equity Income Fund

The Equity Income Fund is an income focused Australian equities fund. By investing in blue chip shares and using conservative derivatives strategies it seeks high and regular levels of income and lower volatility than other equity funds.

Fund Performance  > Client Flyer  >
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Zurich Investments Global Equity Income Fund - Performance to 30 June 2014

Total return 1 year % 2 years % p.a. 3 years % p.a.
Zurich Investments Global Equity Income Fund 6.15 14.32 11.73
MSCI World NR AUD 11.94 27.19 18.29
Income 1 year % 2 years % p.a. 3 years % p.a.
Zurich Investments Global Equity Income Fund 6.88 10.49 9.83
MSCI World NR AUD 2.55 2.57 2.66
Fund Risk Return  >
# Managed by PM Capital from August 2010 to June 2014. Managed by Denning Pryce from July 2014.
* Performance has been calculated using exit price to exit price with distributions reinvested, net of management fees but excluding entry fees and individual tax (if applicable)
** The MSCI World Index represents the MSCI Daily Total Net World Index in AUD (net dividends reinvested)
*** Inception date is 4 August 2010

Source: Bloomberg, Zurich Investments. Past performance is not a reliable indicator of future results.
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Zurich Investments Equity Income Fund - Performance to June 2014

Total return 3 months % 1 yr % 3 yrs % p.a 5 yrs % p.a Since Inception* % p.a.
Zurich Investments Equity Income Fund 0.35 12.65 7.74 8.88 5.46
S&P/ASX50 1.09 17.29 11.69 11.94 5.96
Source: Denning Pryce, Zurich Investments, Bloomberg
*Inception date is 3 October 2006.
Income 3 months % 1 yr % 3 yrs % p.a 5 yrs % p.a Since Inception* % p.a.
Zurich Investments Equity Income Fund 2.24 9.25 8.82 9.37 9.46
Zurich Investments Equity Income Fund** 2.60 11.63 11.05 11.43 11.13
S&P/ASX50 102.24 109.09 32.05 20.18 14.41
Fund Risk Return  >
Income is based on monthly distributions
Returns are net of fees
**Grossed Up Return - inclusive of franking credits and net of management fees. Franking credits are based on financial YTD franking credits and are only an estimate

For further information, speak to your Zurich Investments Regional Manager on 1800 004 480 or visit zurich.com.au/investments.

For further information, speak to your Zurich Investments Regional Manager on 1800 004 480 or visit zurich.com.au/investments.