Managed for more than 30 years by Columbia Threadneedle Asset Management, the Zurich Managed Funds are global funds, with a higher bias towards your chosen fund currency. Whilst the main asset classes are equities and fixed income, an active approach to asset allocation allows the Fund Manager to dynamically adjust these allocations within a controlled framework set by Zurich.
Zurich Managed Funds apply the following key investment principles
It is these key principles, which have been refined over many years, that help to define the underlying structure and asset allocation.
Client risk appetite
Each fund has a different mix of investments to align with a range of investor profiles, from the lower risk / lower return Defensive Fund, through to the higher risk / higher return Adventurous Fund. The Funds are available in three currencies; US dollar (USD), Euro (EUR) and Sterling (GBP).
See how they work
Discover the benefits of active management
Find out more about Zurich Managed Funds and CTI
Listen to Alex Lyle talking about CTI’s historic relationship with Zurich
Watch CTI talk about this quarter’s investment themes