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ZURICH OVERSEAS EARNINGS G4 LF - Fund overview

No Bestinvest rating


Overview of ZURICH OVERSEAS EARNINGS G4 LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ZURICH OVERSEAS EARNINGS 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  £124m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 97.40p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.98%
Annual management charge
Total expense ratio
Reduction in yield (10yr) 0.51%

Bestinvest says


No information available.

Portfolio

zurich overseas earnings g4 lf asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 3%
zurich overseas earnings g4 lf equity geographic illustration
Allocation Proportion
UK 98%
Europe 1%
Nth America 1%
Japan 0%
Pacific 0%
Other Equity 0%
zurich overseas earnings g4 lf equity capitalisation illustration
Allocation Proportion
Large Caps 86%
Mid Caps 7%
Small Caps 7%

Investment process


The Fund aims to achieve capital growth by investing primarily in the shares of UK companies deriving more than half their earnings from overseas activities and/or exports.

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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