Zurich Horizon Monthly Income Plus Fund

Bridge over the sea

As well as five risk profiled multi-asset funds, the Zurich Horizon fund range now includes the Zurich Horizon Monthly Income Plus Fund. The fund, which launched in October 2016 and is managed by T. Rowe Price, has been designed for clients requiring a smoothed monthly income whilst seeking to preserve capital over the long term. On this page, you’ll find everything you need to know about the Zurich Horizon Monthly Income Plus Fund.

Past performance is not a guide to future performance. The value of an investment can fall. Your client could get back less than they invested. The value of funds can fall and rise purely as a result of exchange rate fluctuations. Investments in newer markets, smaller companies or single sectors offer the possibility of higher returns but may also involve a higher degree of risk.

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  • Overview

    What?

    The Zurich Horizon Monthly Income Plus Fund is an actively managed income solution with global reach. It invests directly in global corporate bonds. The fund has been designed for clients approaching or at retirement who need a sustainable monthly income.

    Why?

    It pays a smoothed monthly income – for predictability and convenience, the fund will aim to pay a similar amount each month.

    It’s designed to deliver yield – With interest rates at historic lows, the Zurich Horizon Monthly Income Plus Fund has been designed to focus on delivering yield.

    Simple transparent fund design – The fund invests directly in a range of global fixed income investments, such as corporate and government bonds. Unlike some income funds, our charges do not erode capital as they are deducted only from income.

    Absolute certainty over fund costs – The fund has no upfront charge or performance fee. The only regular fee is the fund’s annual charge, which is 0.7%. Additional fund expenses are paid by Zurich. A neat touch.

    Introducing T. Rowe Price – We wanted a partner that could help us build a fund to deliver a reliable monthly income, and we selected T. Rowe Price. We were impressed with its experience and expertise in fixed income investing.

    How

    The Zurich Horizon Monthly Income Plus Fund is available via all tax wrappers on the Zurich Intermediary Platform.
  • About us

    The Zurich Horizon fund range is brought to you by Zurich Investment Services (UK) Limited.

    The essence of our approach is to manage the fund managers on behalf of your clients through:

    • designing funds with the needs of your clients in mind.
    • selecting the right external investment manager.
    • continually monitoring those managers to ensure they maintain the standards for which they were selected.
    • having the freedom to change an investment manager, if we have lost confidence in them, without inconvenience, taxes and charges to your clients.

    Clients can invest in the Zurich Horizon Funds through products available on the Zurich Intermediary Platform. 

    The Zurich Intermediary Platform is provided by Sterling ISA Managers Limited, trading as Zurich. Sterling ISA Managers Limited, authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under company number 02395416. Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX. The Authorised Corporate Director of the Zurich Investment Funds ICVC and the Zurich Horizon Investment Funds ICVC is Zurich Investment Services (UK) Limited, which is authorised and regulated by the Financial Conduct Authority.

  • Fund prices
  • Documents

Contact us

Contact your Zurich Business Account Manager or call us on

Zurich Assurance Ltd

The Tri Centre, Newbridge Square, Swindon
SN1 1HN United Kingdom