Zurich Horizon Multi-Asset I Z Inc

Ranked 87 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Sub-fund aims to grow investment through a combination of income and capital growth over the medium to long term. The Sub-fund will remain within Risk Profile 1: assets with moderate price fluctuations. emphasis on placed on fixed income securities and lower exposure to equities. Subject to the investment objective and policy are transferable securities, money-market instruments, units or shares in permitted collective investment schemes, permitted derivatives and forward transactions, permitted deposits, permitted immovables, gold up to a limit of 10% in value of the Scheme Property of the Sub-funds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.1% -3.2% 3.9% 0.9% -5.4%
2017 6.0% 3.1% 0.5% 0.1% 2.2%
2016 11.2% 3.2% 3.1% 5.8% -1.3%
2015 -2.3% 0.0% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/03/2015
  • Share Class size00Mn
  • Base currencyGBX
  • ISIN GB00BTKH4788

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).