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