Risk Profile Funds

Sophisticated investments in a simple package

Managed by Vanguard Asset Management, one of the world’s largest and most well respected investment managers, the Zurich Risk Profile funds offer a range of low cost profiles designed to meet individual objectives.*

The funds apply a number of investment best practices, including:

Global

Maintains exposure across all key regions to achieve a global strategic asset allocation

Diversification

Achieve a true broad diversification through different asset class selection

Cost

The cost advantages of passive indexing

Rebalancing

Automatic rebalancing and transparency, which together carefully balances risk, return and cost

Together, these deliver excellent value.

Client risk appetite

Each fund has a different mix of investments to align with a range of investor profiles, from the lower risk / lower return Zurich 20% Equity Fund, through to the higher risk / higher return Zurich 100% Equity Fund. The Funds are available in three currencies; US dollar (USD), Euro (EUR) and Sterling (GBP).

Equity Bonds