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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.

#shareyourgoal

Do you have a goal? Being your own boss, that trip of a lifetime or putting your kids through uni?

For a chance to win share a description,
photo, or video of your goal, using #shareyourgoal,
on either our facebook page or via public tweet.

£5,000 towards your goal
A bespoke experience
Free financial assessment


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Four lucky winners to be announced


Key terms of entry

There are three ways entrants can enter the competition. As follows: 1) Via the Zurich FutureYou Facebook page: https://www.facebook.com/ZurichFutureYou, 2) Via a public Tweet, or 3) By directly commenting on any Zurich FutureYou #shareyourgoal competition advertising in Facebook. In all three cases entrants must share a description, photo, or video of their life goal and use the hashtag #shareyourgoal as part of their post, tweet, or comment. Entries may be shared on the Zurich competition social media feed. You must be the author/copyright holder of all images submitted. Dates for the four different winners to be chosen are 6 March, 20 March, 3 April, 17 April. Entries can be made from 9am on 15 February 2017 until 11pm on 16 April 2017. When each winner is chosen, all entries up until 11pm on the previous day will be be valid. All winners must agree to allow Zurich to film their bespoke experience and agree to ongoing promotion of the prize, including the repeated use of the film of the bespoke experience for a 12 month period. If you do not undertake the filmed bespoke experience you will not be entitled to, and Zurich reserves the right not to pay, the Cash prize.

Full terms and conditions


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I want my wife to experience the beauty of touring New Zealand before we become parents and focus on our family #shareyourgoal

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Restore a classic Porsche 911 (1971 – the year I was born, ouch!) #shareyourgoal

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Going to see every F1 race around the world #shareyourgoal

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Start my own wallpaper design business #shareyourgoal

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To see my 5 children graduating from University-- they are in 2nd yr Uni, 1st yr Uni, Year 11, Year 7 and Year 1 at the moment-- i want all of them to have a bright future #shareyougoal

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My dream is to visit Iceland to see the northern lights - dream come true #shareyourgoal

Browse our magazine

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5 reasons to share your goals

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The science behind goal setting

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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.