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Zurich unveils new retail fund range
by Robert St George on Mar 14, 2014 at 10:56
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’.
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