Zurich Horizon Multi-Asset funds
The Zurich Horizon fund range has been designed to cater for a range of client needs.
As well as an income fund, the Zurich Horizon fund range also offers five risk-profiled multi-asset funds (managed by Columbia Threadneedle Asset Management Ltd). The funds have been designed to cater for clients' varying attitudes to risk and capacity for loss. Supported by the eValue risk profiler, the Zurich Horizon Multi-Asset funds give you a documentable, risk managed compliant solution. On this page you'll find everything you need to know about the Zurich Horizon Multi-Asset funds.
Past performance is not a guide to future performance. The value of an investment can fall. You 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.
Alex Lyle of Head of Managed Funds at Columbia Threadneedle and the manager of the Zurich Horizon funds, takes a look back on the market activities of the fourth quarter in 2018 and where we stand today:
The Zurich Horizon Multi-Asset fund range is composed of five purpose built risk profiled multi-asset funds, for advisers looking to outsource portfolio construction.
Greater simplicity - the investment advice process can be overly complex, and Zurich is dedicated to providing straightforward, easy to understand investment solutions.
Involvement - whilst some investors enjoy being involved with fund selection - others do not. Zurich allows you to present as much or as little of the underlying portfolio information.
Right for your business - for advisers looking for an outsourcing option as an alternative to managing complex investment decisions, and looking to avoid incurring the overheads associated with ongoing monitoring and rebalancing.
Right for you clients - greater clarity and better understanding.
Zurich give you access to the Zurich Horizon fund range, which is available on the Zurich Intermediary Platform.
The Zurich Horizon Funds
A package of purpose-built multi-asset funds, designed to create a portfolio to match a client's attitude to risk and capacity for loss.
- Five risk-profiled funds aligned to eValue's risk profiler tool
- Daily rebalanced to maintain their risk profile
- Asset allocations designed to maximise expected returns over a given time period for a given level of risk
Zurich Horizon fund prices
Prospectus - Zurich Investment Funds ICVC
Annual Reports & Accounts
Interim Reports & Accounts
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:
- designed 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.