Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of 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 JPM’s Negyal: Back divis to temper EM volatility

JPM’s Negyal: Back divis to temper EM volatility

Omar Negyal, co-manager of the JPMorgan Global Emerging Markets Income trust, says a dividend approach to emerging markets reduces the volatility of investing in the asset class.

Play WMR: Why Russia will lose this war

WMR: Why Russia will lose this war

Author and journalist Adam Lebor believes a perfect storm is brewing when it comes to the Russian economy. .

Play WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

Chief economic adviser to London mayor Boris Johnson outlines the geo-political risks in Asia and explains why the risk of another eurozone crisis must not be underestimated.

Your Business: Cover Star Club

Profile: 'new normal' now is as dangerous as when it was applied to tech

Profile: 'new normal' now is as dangerous as when it was applied to tech

7IM's CIO Chris Darbyshire says he has been re-energised by his new role, but has little time for 'new normal' doom-mongers

Wealth Manager on Twitter