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Zurich marks five-year anniversary of high-performing Horizon Funds

December 12, 2018

Zurich’s five risk profiled, multi-asset funds have delivered cumulative returns of 30% to 60% with four ranked in top 10 of their sectors

Leading platform provider Zurich is marking the five-year anniversary of its multi-asset Horizon Fund range.

The five risk-profiled funds have performed strongly since their launch in 2013, delivering cumulative returns of between 30% and 60% over five years.

Four of the funds are currently ranked in the top ten of their respective Investment Association sectors – with two of these in the top five - and all placed in the top quartile.  The funds also have a Defaqto 5 Diamond Risk Targeted Fund Family Rating and three hold a 5 Crown Rating from FE.

The funds, which are designed to optimise returns for a given level of risk, have a unique investment process, benefitting from three layers of management. 

The strategic asset allocation is carried out by EValue, using their stochastic asset model.  Columbia Threadneedle’s multi-asset team, led by Alex Lyle, conducts the tactical allocation and active asset management, and Zurich provides a final layer of risk management oversight.

Fraser Blain, Zurich’s National Investment Development Director, said:  “This is an important milestone for our Horizon Fund range, which now has a proven five-year track record. 

“Despite high levels of market volatility during this period, the funds have delivered strong returns, and with four ranked in the top ten of their sectors, they have outperformed many of their peers. 

“By combining EValue’s modelling of long-term asset returns with Columbia Threadneedle’s skill in tactical asset allocation and active asset management, the funds have helped to optimise returns for investors in all conditions. 

“We are focussed on continuing to develop and enhance the range, which has enjoyed strong flows again this year, particularly among investors in the retirement market.”

The funds can be used in conjunction with the risk profiling tools on Zurich’s investment platform, providing an end-to-end solution for advisers as their client’s risk tolerance changes at different stages of their life.

The Horizon Funds invest in a mix of assets including equities, fixed interest securities, property and cash.  They are competitively priced with OCFs of 0.81-0.84%.

 

AUM

Return

Quartile

Decile

Sector Rank

FE Crown Rating

Charge (OCF)

Fund I

£24.5m

29.95%

1

3

26/119

***

0.84%

Fund II

£132.7m

38.42%

1

1

5/119

*****

0.82%

Fund III

£186.6m

44.77%

1

1

12/121

*****

0.81%

Fund IV

£80.9m

50.62%

1

1

7/121

*****

0.81%

Fund V

£23.9m

59.62%

1

1

4/125

****

0.82%

 

Source FE Analytics 10th December 2018

ENDS

 

For further information please contact:

Chis Johnson, Media Relations Manager

07812 265 245, chris.1.johnson@uk.zurich.com

Notes to Editors

Zurich in the UK

Zurich provides a suite of general insurance and life insurance products to retail and corporate customers.

We supply personal, commercial and local authority insurance through a number of distribution channels, and offer a range of protection, retirement and savings policies available online and through financial intermediaries for the retail market and via employee benefit consultants for the corporate market.

Based in a number of locations across the UK - with large sites in Birmingham, Farnborough, Glasgow, London, Swindon and Whiteley - Zurich employs approximately 6,000 people in the UK.

Our Corporate Responsibility strategy aims to create value for both our company and for society as a whole. We use our core skills, risk and investment management expertise, to have a positive impact on both. For more information about the Zurich's commitment to Corporate Responsibility and the Trust's work, please visit our website here.

Zurich Globally

Zurich Insurance Group (Zurich) is a leading multi-line insurer that serves its customers in global and local markets. With about 53,000 employees, it provides a wide range of property and casualty, and life insurance products and services in more than 210 countries and territories. Zurich’s customers include individuals, small businesses, and mid-sized and large companies, as well as multinational corporations. The Group is headquartered in Zurich, Switzerland, where it was founded in 1872. The holding company, Zurich Insurance Group Ltd (ZURN), is listed on the SIX Swiss Exchange and has a level I American Depositary Receipt (ZURVY) program, which is traded over-the-counter on OTCQX. Further information about Zurich is available at www.zurich.com.