Keep risk down and income up
Click here to find out more
Investing for income doesn’t have to be a high risk game. The Zurich Investments Equity Income Fund aims to generate 10% income pa from a portfolio of blue-chip Australian shares through the conservative management of exchange traded options.
By adopting a number of different option strategies, the Fund is able to deliver high levels of income without the same level of volatility as traditional Australian share funds. With zero financial leverage and no investment in debt securities, the Zurich Investments Equity Income Fund provides investors seeking high, reliable income with an alternative.
Why consider the Zurich Investments Equity Income Fund?
• Targets 10% income pa together with the potential for long-term capital growth
• Less volatile than traditional Australian share funds
• Income distributions paid monthly
• Zero financial leverage and no investment in debt securities such as CDOs
• Portfolio management carried out by a specialist derivatives boutique established by two of Australia’s leading options experts — Dr Hugh Denning and Michael Pryce.
At Zurich Investments, we leverage the strength of the global Zurich brand to negotiate exclusive access to specialist investment managers that would otherwise be unavailable to retail investors. For more information about the Zurich Investments Equity Income Fund call 1800 004 480 or visit www.zurich.com.au
Recommended for you
Despite the year almost at an end, advisers have been considerably active in licensee switching this week while the profession has reported a slight uptick in numbers.
AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity.
BT has kicked off its second annual Career Pathways Program in partnership with Striver, almost doubling its intake from the inaugural program last year.
Kaplan has launched a six-week intensive program to start in January, targeting advisers who are unlikely to meet the education deadline but intend to return to the profession once they do.
