Monthly Income Plus fund | A wide range of pension funds | Zurich Insurance

Zurich Horizon Monthly Income Plus Fund

The Zurich Horizon fund range is provided by Zurich Investment Services (UK) Limited to give you and your financial adviser easy to understand investment solutions. The income fund is built to deliver a smoothed monthly income.

How can I invest in the Zurich Horizon Monthly Income Plus Fund?

You can invest in the Zurich Horizon Funds through your Zurich Portfolio, and only through a financial adviser.

Speak to your adviser to find out more about the Horizon funds' benefits and risks and whether they are suitable investments for you. Bear in mind, you are likely to be charged for any advice given.

Past performance is not a guide to future performance and the value of an investment can fall as well as rise. You could get back less than you invested.

The Zurich Portfolio is provided by Sterling ISA Managers Limited, trading as Zurich. Sterling ISA Managers Limited, authorised and regulated by the Financial Conduct Authority. Registred in England and Wales under company number 02395416. Registered office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX.

The authorised Corporate Director of the Zurich Horizon Investment Funds ICVC is Zurich Investment Services (UK) Limited, which is authorised and regulated by the Financial Conduct Authority.

Zurich Horizon Monthly Income Plus Fund prices

Please note: Prices for the Zurich Horizon Monthly Income Plus Fund should appear here from approximately 3pm on 19/10/16.
Please note: These fund prices apply to funds brought through the Zurich Portfolio.

Important documents

Before investing in a fund, please make sure you have read the information contained in the relevant fund's Key Investor Information Document (KIID) and the Supplementary Information Document (SID).

Regulatory Documents

Key Investor Information documents

Zurich Horizon Monthly Income Plus Class Z (NET)

Accumulation (183 KB/PDF)
Income (182 KB/PDF)

Zurich Horizon Monthly Income Plus Class Z (GROSS)

Accumulation (183 KB/PDF)
Income (183 KB/PDF)

Prospectus

Prospectus - Zurich Horizon Monthly Income Plus Fund (763 KB/PDF)

Supplementary Information Document

SID - Zurich Horizon Monthly Income Plus Fund (205 KB/PDF)

Instrument of Incorporation

Instrument of Incorporation (342KB/PDF)

Remuneration Policy Summary

 Zurich Investment Services (UK) Remuneration Policy Summary (147 KB/PDF)

I want to make changes to my plan

Find a financial adviser

We can't give you advice but we can help you find a financial adviser and give you some hints on how to prepare for your first visit:

 

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If you don't currently have a financial adviser, you can find one near you at: unbiased.co.uk


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Or you can read reviews of financial advisers at: vouchedfor.co.uk


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