When your money goes into a fund, it is invested by a fund manager in the hope that it will grow over time. We believe that talented, experienced, and well resourced fund managers are able to improve investment returns over the long-term.

At Zurich Life, we offer you funds from a wide range of global fund managers, including our own investment team, making sure you have a world-class range of funds to choose from.

Zurich

Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €26.9 billion*. The most senior members of the investment team have been together for more than fifteen years. It is the close co-operation of our fund managers in making investment decisions across assets, sectors and markets that differentiates us from other fund managers. We have an integrated team-based investment process which ensures that we implement our investment strategy quickly and effectively. We are active investment managers with a macro-economic approach, which is top-down and asset allocation driven. We construct our portfolios to allow us to take advantage of opportunities over all parts of the economic cycle. Zurich has an excellent reputation for investment performance and customer service.

*Source: Zurich, 31st December 2020.

JP Morgan

J.P. Morgan has expertise across every key asset class and investment market so it can offer clients the widest range of investment solutions. Its business is asset management and it has investment teams networked across more than 15 cities across the world, connected by investment hubs in London, New York, Tokyo and Hong Kong. With assets under management of $2.5 trillion, it is one of the largest asset and wealth managers in the world.

*Source: JP Morgan, December 2021.

Invesco

Invesco is a leading independent global investment manager, committed to helping investors achieve their financial objectives. They have more than 8,000 employees operating in over 25 countries. By delivering the combined power of their distinctive global investment management capabilities, Invesco provides a wide range of investment strategies and products to clients and investors around the world and has over $1.6 trillion* in Assets under Management.

*Source: Invesco, December 2021.

Dimensional

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, they work to implement compelling ideas in finance for the benefit of clients. An enduring philosophy, strong client commitment, and a strong connection with the academic community underpin their approach. Dimensional manages $575 billion in global assets.

*Source: Dimensional Fund Advisors, June 2022.

Columbia Threadneedle

Columbia Threadneedle Investments is an international asset manager offering a range of investment funds. Their reach is expansive, with 2,500 people – including more than 650 investment specialists – spanning the world. Columbia Threadneedle Investments has $598 billion of assets under management..

*Source: Columbia Threadneedle, June 2022.

BlackRock

BlackRock is a truly global firm that combines the benefits of worldwide reach with local service and relationships. BlackRock employs more than 16,000 professionals and maintains offices in 38 countries. BlackRock’s assets under management total $9.6 trillion across equity, fixed income, cash management, alternative investment, multi-asset and advisory strategies.

*Source: BlackRock, March 2022.

JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority.

Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF).

Dimensional Fund Advisors Ltd., registered address 20 Triton Street, Regent's Place, London, NW1 3BF, Company Number 02569601, which is authorised and regulated by the Financial Conduct Authority - Firm Reference No.150100.

Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority.

BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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