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ZURICH EQUITY G4 LF - Fund overview

No Bestinvest rating


Overview of ZURICH EQUITY G4 LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ZURICH EQUITY G4 LF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  INSURANCE BOND
Launched  May, 1990
Size  £2,892m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 86.60p

Fund Charges

Standard Initial charge –
Initial charge via Bestinvest –
Additional bid/offer spread 4.94%
Annual management charge –
Total expense ratio –
Reduction in yield (10yr) 0.51%

Bestinvest says


No information available.

Portfolio

zurich equity g4 lf asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash 0%
zurich equity g4 lf equity geographic illustration
Allocation Proportion
UK 60%
Europe 14%
Nth America 12%
Japan 5%
Pacific 2%
Other Equity 7%
zurich equity g4 lf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for ZURICH EQUITY G4 LF

Investment process


No information available.

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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