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Five years of the Zurich Horizon multi-asset funds: How have they fared?

17 December 2018

On their five-year anniversary, Zurich’s five risk profiled, multi-asset funds have delivered cumulative returns of 30% to 60%, with four ranked in top 10 of their sectors...

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Zurich is marking the five-year anniversary of its multi-asset Zurich Horizon fund range.

Since launch - and as of 10 December 2018 - the five risk-profiled funds have delivered cumulative returns of between 30% and 60% over five years.

Four of the funds are currently ranked in the top 10 of their respective Investment Association sectors – with two funds in the top five - and all placed in the top quartile.  The funds also have a Defaqto 5 Diamond Risk Targeted Fund Family Rating and three hold a 5 Crown Rating from FE.

The funds, which are designed to optimise returns for a given level of risk, have a unique investment process, benefitting from three layers of management.  

  AUM  Return  Quartile  Decile  Sector rank  FE Crown rating  Charge (OCF) 
 Fund I £24.5m  29.95%  1  3 26/119  ***  0.84% 
 Fund II £132.7m  38.42%  1  1 5/119  *****  0.82% 
 Fund III £186.6m  44.77%  1  1 12/121  *****  0.81% 
 Fund IV £80.9m  50.62%  1  1 7/121  *****  0.81% 
 Fund V £23.9m  59.62%  1  1 4/125  ****  0.82% 

Source: FE Analytics 10/12/18

The strategic asset allocation is carried out by EValue, using their stochastic asset model. Columbia Threadneedle’s multi-asset team, led by Alex Lyle, conducts the tactical allocation and active asset management, and Zurich provides a final layer of risk management oversight.

Fraser Blain, Zurich’s National Investment Development Director, said: “This is an important milestone for our Horizon Fund range, which now has a proven five-year track record.

“Despite high levels of market volatility during this period, the funds have delivered strong returns, and with four ranked in the top ten of their sectors, they have outperformed many of their peers.

“By combining EValue’s modelling of long-term asset returns with Columbia Threadneedle’s skill in tactical asset allocation and active asset management, the funds have helped to optimise returns for investors in all conditions.

“We are focussed on continuing to develop and enhance the range, which has enjoyed strong flows again this year, particularly among investors in the retirement market.”

The funds can be used in conjunction with the risk profiling tools on Zurich’s investment platform, providing an end-to-end solution for advisers as their client’s risk tolerance changes at different stages of their life.

The Zurich Horizon funds invest in a mix of assets including equities, fixed interest securities, property and cash. They are competitively priced with OCFs of 0.81-0.84%. 

 

Find out more about the Zurich Horizon multi-asset funds