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ZURICH DEFENSIVE EQUITY & BOND AP PF - Fund overview

No Bestinvest rating

Overview of ZURICH DEFENSIVE EQUITY & BOND AP PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ZURICH DEFENSIVE EQUITY & BOND AP PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	PENSION FUND
Launched	September, 2002
Size	£16m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	190.80p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	–
Total expense ratio	0.00%
Reduction in yield (10yr)	0.00%

Bestinvest says

No information available.

Portfolio

zurich defensive equity & bond ap pf asset allocation illustration

Allocation		Proportion

	Equity	30%
	High yield bonds	–
	Quality bonds	65%
	Property	0%
	Commodities	–
	Hedge	–
	Fund cash	5%

zurich defensive equity & bond ap pf equity geographic illustration

Allocation		Proportion

	UK	57%
	Europe	14%
	Nth America	14%
	Japan	5%
	Pacific	5%
	Other Equity	5%

zurich defensive equity & bond ap pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	78%
	Mid Caps	15%
	Small Caps	7%

View all performance data for ZURICH DEFENSIVE EQUITY & BOND AP PF

Investment process

The aim of the Fund is to provide a return by way of capital growth and income from a defensively managed portfolio of funds managed by Threadneedle Investments.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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