At Zurich, our business is about protecting customers and the things they truly value. All our services are designed to support our clients’ goals and to deliver the right outcome to the end investor. With this in mind, we have recently made some changes to our fund ranges.
Zurich's fund research has always been distinguished by its depth and detail. Rather than just explaining what a fund does and how it is constructed, we seek to understand how it is invested and whether it represents good value for investors.
We now want to help you choose from a smaller, more focused range of funds. We want to help you build your portfolio in a simple and straight-forward way. To do this we have created the Zurich Select fund range which is a carefully selected range of over 150 funds. Our selection process considers a number of factors. We cannot guarantee these funds will continue to perform in the same way as they may have historically, which is why we are interested in experienced, talented fund managers who have sufficient investment resources and an understandable, logical and repeatable investment process.
We aim to help our clients to succeed within a rapidly changing investment marketplace, and to add value through the design and management of tailored investment propositions. All our services are designed to support our clients’ and to deliver the right outcome to the end investor. We are dedicated to helping customers better understand and manage the level of investment risk they assume when following the advice of their financial adviser.