Equity Income Fund
The Zurich Investments 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.
The Zurich Investments Equity Income Fund is managed by our strategic investment partner, Denning Pryce, who are acknowledged as experts in derivatives markets. The fund’s investment approach is based on buying and selling exchange traded options over Australian shares and equity index futures.
- Regular income paid monthly
- Long-term capital growth
- Provision of some downside protection
- Suitable for both income and growth portfolios
- Managed by a highly experienced and reputable investment team
|Investment style||Alternative equity|
|Investment universe||S&P/ASX 200 Accumulation Index|
|Target return||Aims to deliver 7-9% income p.a. plus some capital growth and downside protection|
|Suggested investment timeframe||Five years|
|Benchmark||S&P/ASX 50 Accumulation Index|
|Number of stocks held||Up to 50|
|Access to money||Available daily|
Type: pdf (148Kb)
This is a detailed fund overview, which includes the objectives, key features and benefits of the Zurich Investments Equity Income Fund.
Type: pdf (323Kb)
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. This brochure positions the income challenge and the unique solution that is the Zurich Equity Income Fund, giving you the best of both worlds participation in equity markets, regular income with downside protection.
Type: pdf (120Kb)
The Fund invests in a range of securities listed on the Australian Stock Exchange (ASX) that are expected to deliver a regular income stream. The Fund maintains a portfolio of bought and sold options over shares and equity index futures in order to deliver additional income and reduce investment risk.
Important Information: Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. We strongly recommend that investors consider the PDS and their specific financial needs and objectives with a suitably qualified financial and taxation adviser when committing to decisions about this financial product. The information on this page is specific to the Zurich Investments Equity Income Scheme (ARSN 121 589 035), which is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511, GINN FVHHKJ.00012.ME.036, 5 Blue Street North Sydney NSW 2060 (Zurich Investments). The content of this web page is given in good faith and is derived from sources believed to be accurate, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Neither Zurich Investments Management Limited ABN 56063278400 AFSL 232511 GINN FVHHKJ.00012.ME.036 nor any of its related entities, employees or directors give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Applications can only be made on the application form included in the current Product Disclosure Statement.