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.
|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|
Zurich Investments Equity Income Fund PDS