1. Zurich Intermediary Group
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  3. The Zurich Multi-Manager G4 AL funds are closing

The Zurich Multi-Manager G4 AL funds are closing

22 March 2018

We’ve made the decision to close the Multi-Manager AL funds on 12 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 Multi-Manager AL funds on 12 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 Zurich Investment Bond:

Zurich Multi-Manager Defensive Equity & Bond G4 AL
Zurich Multi-Manager Equity & Bond G4 AL
Zurich Multi-Manager Global Equity & Bond G4 AL
Zurich Multi-Manager Global Equity G4 AL

On 12 April, we’ll close the funds mentioned above and switch your clients’ holdings into the Zurich Managed G4 AL fund in accordance with the terms & conditions of your clients’ plans.

How will we communicate these changes?

We will 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 G4 AL letter
Multi-Manager Equity & Bond G4 AL letter
Multi-Manager Global Equity & Bond G4 AL letter
Multi-Manager Global Equity G4 AL letter

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