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The Zurich Multi-Manager AL/AP funds are closing

23 March 2018

We’ve made the decision to close the Zurich Multi-Manager AL and Zurich Multi-Manager AP funds on 18 April. We’re closing the funds because we can no longer offer them at the current cost and we have other funds available that aim to deliver similar investment objectives.

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We’ve made the decision to close the Zurich Multi-Manager AL and Zurich Multi-Manager AP funds on 18 April. We’re closing the funds because we can no longer offer them at the current cost and we have other funds available that aim to deliver similar investment objectives.

Funds and Products affected by closure

This affects customers invested in these funds through the Portfolio Investment Bond and the full range of Retirement Plans:

Zurich Multi-Manager Defensive Equity & Bond AL
Zurich Multi-Manager Equity & Bond AL
Zurich Multi-Manager Global Equity & Bond AL
Zurich Multi-Manager Global Equity AL

Zurich Multi-Manager Defensive Equity & Bond AP
Zurich Multi-Manager Equity & Bond AP
Zurich Multi-Manager Global Equity & Bond AP
Zurich Multi-Manager Global Equity AP


On 18 April, we’ll close the funds mentioned above and switch your clients’ holdings into one of the Zurich Horizon Multi-Asset funds. We’ve chosen this range of funds as they have a similar level of risk to the Zurich Multi-Manager funds. The Horizon funds aren’t currently available on the Portfolio Investment Bond or Retirement Plans but we’ll make them available when the Zurich Multi-Manager funds close.

Where do I find more information about the Horizon funds?

More information about the Zurich Horizon fund range can be found on the Zurich Intermediary website here.

The funds will be switched as follows:

Zurich Multi-Manager Defensive Equity & Bond into Zurich Horizon Multi Asset I
Zurich Multi-Manager Equity & Bond into Zurich Horizon Multi Asset II
Zurich Multi-Manager Global Equity & Bond into Zurich Horizon Multi Asset III
Zurich Multi-Manager Global Equity into Zurich Horizon Multi Asset IV

How will we communicate these changes?

We’ll write to you with a list of your clients invested in these funds. We’ll also write to your clients but if any of them contact us, we’ll strongly advise them to contact you for more information. You can download copies of the customer letters here:


Multi-Manager Defensive Equity & Bond AL letter
Multi-Manager Equity & Bond AL letter
Multi-Manager Global Equity & Bond AL letter
Multi-Manager Global Equity AL letter

Multi-Manager Defensive Equity & Bond AP letter
Multi-Manager Equity & Bond AP letter
Multi-Manager Global Equity & Bond AP letter
Multi-Manager Global Equity AP letter