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A cause for celebration

25 October 2018

This month Zurich Horizon Monthly Income Plus Fund is celebrating its 2nd anniversary.


This month Zurich Horizon Monthly Income Plus Fund is celebrating its 2nd anniversary.

Launched in October 2016, the fund has performed to its strength over the past two years, providing a reliable source of income for its investors. Utilising a global credit strategy the fund aims to deliver stable income while protecting against the downside.

We're happy to have partnered with T. Rowe Price, one of the world's largest asset managers with £825.4 million AUM, to offer the Horizon Monthly Income Plus fund. The fund is expertly managed by Mike Della Vedova of T. Rowe Price, a leading fund manager who has time and time again, proven to be a great choice to look after investors’ money. In demonstration, recently, T. Rowe Price brought home the coveted 2018 Outstanding Investment House and Best Fixed Income House at the Morningstar Fund Manager of the Year Awards.

If you’d like to learn more please visit our Zurich Horizon Monthly Income Plus webpage or give us a call on08085 546 546.

Recognition for the Zurich Intermediary Platform

At the 2018 Schroder's UK Platform Awards, we were awarded runners up for Platform of the Year.

After a thorough selection process and up against five strong finalists, we are delighted to have been placed second for the most prestigious award of the evening.

With this recognition, we evidenced that the customer is the centre of our business and the Zurich Intermediary Platform. With our pre-funding and auto-disinvestment capabilities, we ensure clients can access their money when needed and we tirelessly work to ensure they experience minimal out-of-market time. We also discussed Net Promoter Scores and the importance they have across our business.

Our recognition in these awards just five years after launching in the market is thanks to the continued support of our adviser partners in helping make our Platform what it is today. Learn more about how the Zurich Intermediary Platform can benefit you and your clients here or by contacting your Zurich account manager.