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ZURICH (EX EAGLE STAR) EQUITY MANAGED 2 LF - Fund overview

No Bestinvest rating


Overview of ZURICH (EX EAGLE STAR) EQUITY MANAGED 2 LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. ZURICH (EX EAGLE STAR) EQUITY MANAGED 2 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  October, 1990
Size  £133m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 446.50p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.00%
Annual management charge
Total expense ratio 0.00%
Reduction in yield (10yr) 0.51%

Bestinvest says


No information available.

Portfolio

zurich (ex eagle star) equity managed 2 lf asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 4%
zurich (ex eagle star) equity managed 2 lf equity geographic illustration
Allocation Proportion
UK 55%
Europe 16%
Nth America 10%
Japan 7%
Pacific 10%
Other Equity 2%
zurich (ex eagle star) equity managed 2 lf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The selection consists of a broad spread of companies from the major world markets which, in the managers´ views, hold good growth potential. It may also include fixed interest stocks, cash and property.

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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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