Zurich Horizon Multi-Asset III Z Acc

Ranked 29 out of 399 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 3: emphasis placed on equity, lower exposure to fixed income securities and property. The Sub-fund will mainly have exposure to the shares of companies constituted or operating within developed markets (for example UK, US, Europe and Japan), lower exposure to fixed income securities, including corporate bonds, and some exposure to UK property, money market securities, cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
2018 -4.9% -3.5% 5.5% 3.3% -9.5%
2017 10.6% 3.8% 1.4% 1.5% 3.5%
2016 13.9% 1.0% 1.9% 7.2% 3.3%
2015 -1.8% -2.3% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/03/2015
  • Share Class size187Mn
  • Base currencyGBX
  • ISIN GB00BTKH4D44

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).