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ZURICH STOCKS & SHARES ISA

Make your money work harder for you

With five funds to suit different risk profiles, the Zurich Stocks & Shares ISA can help you plan for the financial future you want and put your long-term life goals within reach. Unsure if investing is right for you? We’ve put everything you need to know below.

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Investments

New to investing or looking to understand how to make your money work harder?

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Stocks & Shares ISA

A flexible product offering a choice of five funds - you choose which fund is right for you.

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Peep at your future

Get a projection of what you might get back in the future when you invest in a Stocks & Shares ISA.

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With investment comes risk, your investment may go down and you may not get back the amount invested. Stocks & Shares ISAs should only be considered for long term goals (5yrs+).

The benefits

We've made investing as simple as possible for you by giving you the choice to invest in one of five funds from the Zurich Horizon Multi-Asset range – and you can also choose to hold cash. The funds are designed to reflect a range of risk levels, so whatever your appetite for risk there is likely to be a fund to suit you.

All you need to do is choose a fund that matches how much risk you want to take with your money.

Trusted ratings and research agency, Financial Express (FE), has recognised that the Horizon multi-asset funds for their performance, with four of the five funds recently awarded the maximum FE Crown Fund Rating of five. Only the top 10% of funds are awarded five FE Crowns.

FE Crown Fund Ratings do not constitute investment advice offered by FE and should not be used as the sole basis for making any investment decision.

Make the move from saving to investing

If you have long term goals - things you plan to do in 5 years time or longer - then a stocks & shares ISA could offer better potential for return than a cash ISA.
Funds aligned to your chosen risk profile
From cautious to adventurous - different people have different appetites for risk. With this in mind, you have access to five funds to suit different investor types.
An actively managed investment
The five funds offered are run by professional fund managers, who aim to deliver the best possible return for your investment – making your money work harder for you.
Invest in 3 easy stages
A streamlined application process will ensure you’re investing in no time. Simply read the product information, choose your risk profile and fund, and apply online.

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Zurich FutureYou is a trading name of Zurich Intermediary Group Limited. Zurich Intermediary Group Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under company number 01909111.

The Zurich Stocks and Shares ISA is provided by Sterling ISA Managers Limited, trading as Zurich. Sterling ISA Managers Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under company number 02395416.