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