Zurich launches Allocated Passive funds, offering investors a new,
simple, low-cost investment solution


June 20, 2018

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Michelle O'Reilly

Head of Communications

michelle.oreilly@zurich.com


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Key highlights

  • Five ready-made portfolios to invest simply with ZAP funds
  • Each fund created with 6,000 to 20,000 underlying holdings
  • One-stop access to the world’s equity and bond markets
  • Full range of sectors including technology, media and energy
  • Low-cost, easy to maintain, scalable solution that is rebalanced regularly

Zurich International Life Ltd. (Zurich) is today launching Zurich Allocated Passive (ZAP) funds, a new investment solution which provides customers with five ready-made portfolios that make investing simple.

Some investors love the thrill of anticipating and identifying growth opportunities. Others prefer a simpler lower-cost investment strategy, so if you are looking for a simple and low cost investment strategy with potential for strong returns, then passive investing might be more your style

Commenting on the launch of the ZAP funds, Walter Jopp, CEO at Zurich – Middle East, said:

“We want to help people reach their financial goals, and sometimes the complexity of investments can be a barrier for new customers to enter the market. That’s why we are delighted to launch ZAP funds. They have been carefully designed to cater for the growing demand for simplified investment solutions in the region. Investments should be easy to own and understand. With ZAP funds, customers get a sophisticated solution in straightforward, streamlined and transparent packages. It is a low-cost, easy to maintain, scalable solution that is rebalanced regularly to help reduce risk.”

Zurich is continuing on its journey towards more transparent financial solutions. ZAP funds is delivered in a language that makes investment risk, expected returns and fund choices easy to understand, thus allowing for straightforward conversations between advisers and customers

Developed by Zurich, this new investment solution caters to different types of investors. Whether you want a simple and smart way to save for your retirement, or you are more adventurous and have a higher risk tolerance, ZAP funds can provide a low-cost and scalable solution as part of your investment strategy.

Research shows that investment success is largely determined by the long-term mix of assets in a portfolio. Zurich continuously assesses the portfolios and rebalances them to their intended risk levels, making these ZAP funds an appealing and low-maintenance investment option.

Media Enquiries
Michelle O'Reilly

Head of Communications

michelle.oreilly@zurich.com


Learn more


Product Information