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. Registered 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.
A note for investors in the Zurich Horizon Monthly Income Plus Fund: From 6 April 2017 there will be a change in respect of how interest distribution payments from funds are taxed. Eligible authorised investment funds such as the Zurich Horizon Monthly Income Plus Fund will pay such distributions without the deduction of any income tax (i.e. Gross) rather than with income tax deducted (i.e. Net). If you have any further questions please contact your financial adviser.