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INVESTMENT

Stocks and Shares ISA

A Stocks & Shares ISA is a longer term investment (5 years+) which provides a tax efficient way for you to invest in the stock market. Providing the potential for greater returns over the longer term, a Stocks & Shares ISA enables you to decide how much risk you are prepared to take with your investment and offers access to a diversified range of funds.

Invest in a Stocks & Shares ISA

The Zurich Stocks & Shares ISA

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.

With investment comes risk. The value of an investment can go down as well as up and you may not get back the full amount invested. Investments should only be considered for long term goals (5+ goals).

Configure your ISA

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Select your risk

How much risk you are prepared to take with your money and how much could you afford to lose? You decide.

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Choose a fund

Now you know how much risk you want to take, choose the fund you want to invest in.

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Purchase your ISA

Provide us with some personal details and complete the simple online application in minutes.

Key information you need to know

To find out more about the Zurich Stocks and Shares ISA, we’ve all the information you need on our you need on our key information page.

Visit the key information page

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Need some help?

Unsure about your options?

Speak to our Customer Navigator Team.

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Peep into the future

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