Managed funds

Equity Income Fund

An income-focused Australian equity fund that invests in blue chip shares.

The Zurich Investments Equity Income Fund uses a conservative derivatives strategy to seek high and regular levels of income and lower volatility than other equity funds.

Managed by our strategic investment partner and acknowledged experts in derivatives markets, Denning Pryce, the fund’s investment approach is based on buying and selling exchange traded options over Australian shares and equity index futures.

Equity Income fund key features

  • Regular income paid monthly
  • Long-term capital growth
  • Downside protection
  • Suitable for both income and growth portfolios
  • Managed by a highly experienced and reputable investment team

 

Equity Income Fund at a glance

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
Risk profile Medium
Distribution frequency Monthly



Equity Income Fund documents


Equity Income Fund's recent performance