Zurich Horizon Multi-Asset II Z Inc

Ranked 130 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Sub-fund will invest predominantly in collective investment schemes. The Sub-fund will remain within Risk Profile 2: emphasis placed on fixed income securities, lower exposure to equities and property.The Sub-fund will mainly have an exposure to fixed income securities and to the shares of companies constituted or operating within developed markets (for example, UK, US, Europe and Japan), with some exposure to UK property.

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 -3.9% -2.8% 4.3% 2.4% -7.3%
2017 8.6% 3.4% 0.9% 1.0% 3.1%
2016 12.1% 2.0% 1.9% 6.3% 1.5%
2015 -1.7% -1.1% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/03/2015
  • Share Class size04Mn
  • Base currencyGBX
  • ISIN GB00BTKH4903

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment50,000

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).