Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Zurich unveils new retail fund range

Zurich unveils new retail fund range

Insurance group Zurich has launched a range of outcome-focused investment strategies.

Called the Zurich Collection, the fund selection will be determined by Richard Romer-Lee’s Square Mile Investment Consulting and Research venture.

Four strategies will be available: capital accumulation, income provision, capital preservation, and inflation protection.

The average annual management charge secured by Zurich across the suite, which includes exchange-traded funds (ETFs), is 57 basis points.

‘The Zurich Collection is our latest investment solution designed to make life easier for advisers,’ said Mark Peters, head of retail wealth propositions at Zurich UK Life.

He added that while the funds were all open-ended or ETFs at the moment, there was ‘scope to include investment trusts in the future’.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Liontrust ESG head says sustainable investment doesn't mean low return

Liontrust ESG head says sustainable investment doesn't mean low return

Peter Michaelis talks about ethical investment growth and where he sees future opportunites.

Play Are platforms the biggest barrier to wealth manager ETF take-up?

Are platforms the biggest barrier to wealth manager ETF take-up?

Citywire hosted a roundtable discussion to find out how and if wealth managers are using ETFs in their clients' portfolios and the challenges they face trading through different platforms.

Play SVM's Veitch on what's next for banks

SVM's Veitch on what's next for banks

SVM fund manager Neil Veitch is finding value in what he describes as unstable financials and talks through his favourite small caps.

Read More
Your Business: Cover Star Club

Profile: Affinity’s Julia Warrander on the importance of diversity

1 Comment Profile: Affinity’s Julia Warrander on the importance of diversity

'Sometimes there are 10, sometimes 20 people around a table and, more often than not, I’m the only woman,' says the Affinity Wealth co-chief investment officer

Wealth Manager on Twitter