With a huge number of Australians facing retirement in the next few years, advisers need to find strategies that do not rely solely upon cash rates or a rise in local markets to provide income for the future. Importantly, they need to do this at a time when investor confidence remains subdued.
At Zurich it‘s our unique vision, innovative strategies, and specialist managers that allow us to deliver a choice of domestic and international income producing funds. These funds allow you and your clients to turn volatility into opportunity by delivering regular income.
Our market leading domestic income producing fund is the Zurich Investments Equity Income Fund. This income focused Australian equities fund harnesses volatility by investing in blue chip shares and using conservative derivatives strategies to seek higher and regular levels of income.
Our newly released international income producing fund is the Zurich Investments Global Equity Income Fund. This specialist high yield global equities fund delivers regular income and manages volatility whilst providing the diversification benefits of exposure to some of the world’s most recognisable companies.
Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511, 5 Blue St. North Sydney, 2060 (‘Zurich Investments’) is the issuer of the Zurich Investments Equity Income Fund and the Zurich Investments Global Equity Income Fund. The general information in this website does not take into account the objectives, financial situation or needs of any person. When considering specialist investments, it is important that retail investors obtain the Product Disclosure Statement (PDS) for the Fund (available from financial advisers or from Zurich). Past performance is not a reliable indicator of future performance. JHUT-006887-2012