Zurich Horizon Multi-Asset funds

The Zurich Horizon fund range is provided by Zurich Investment Services (UK) Limited to give you and your financial adviser a simple, straightforward way to help you achieve your financial goals. The five risk-profiled multi-asset funds available can be matched to your attitude to risk and capacity for loss.

How can I invest in the Zurich Horizon Multi-Asset funds?

You can invest in the Zurich Horizon Funds through your Zurich Portfolio or through the Sterling Investment Bond, and only through an adviser.

Speak to your financial adviser to find out more about the Horizon funds’ benefits and risks and whether they are suitable investments for you. Bear in mind, you will have to pay for any advice you receive.

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

Changes to Multi-Asset funds I, IV & V

Some changes are being made to three of the Zurich Horizon Multi-Asset funds, with effect from 31 December 2017. To find out more, please click here.

Zurich Horizon Multi-Asset fund prices

Please note: These fund prices apply to funds bought through the Zurich Portfolio. You can view fund prices bought through the Sterling Investment Bond here.

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.

Regulatory documents

Interim Report & Accounts

Zurich Investment Funds ICVC - Interim Report & Accounts (7.81 MB/PDF)

Annual Report & Accounts

Zurich Investment Funds ICVC - Annual Report & Accounts (1.34 MB/PDF)

Prospectus

Prospectus - Zurich Investment Funds ICVC (539 KB/PDF)

Supplementary information document

SID - Zurich Investment Services (UK) Ltd (74 KB/PDF)

Key Investor Information Document

Zurich Horizon Multi-Asset Fund I Class Z

Accumulation (215 KB/PDF)
Income (215 KB/PDF)

Zurich Horizon Multi-Asset Fund II: Class Z

Accumulation (216 KB/PDF)
Income (216 KB/PDF)

Zurich Horizon Multi-Asset Fund III: Class Z

Accumulation (216 KB/PDF)
Income (216 KB/PDF)

Zurich Horizon Multi-Asset Fund IV: Class Z

Accumulation (216 KB/PDF)
Income (216 KB/PDF)

Zurich Horizon Multi-Asset Fund V: Class Z

Accumulation (216 KB/PDF)
Income (216 KB/PDF)

Key Investor Information Document (Class I)

Zurich Horizon Multi-Asset Fund I: Class I

Accumulation (208 KB/PDF)
Income (208 KB/PDF)

Zurich Horizon Multi-Asset Fund II: Class I

Accumulation (208 KB/PDF)
Income (208 KB/PDF)

Zurich Horizon Multi-Asset Fund III: Class I

Accumulation (208 KB/PDF)
Income (208 KB/PDF)

Zurich Horizon Multi-Asset Fund IV: Class I

Accumulation (208 KB/PDF)
Income (208 KB/PDF)

Zurich Horizon Multi-Asset Fund V: Class I

Accumulation (208 KB/PDF)
Income (208 KB/PDF)

Key Investor Information Document for Zurich staff schemes only

Zurich Horizon Multi-Asset Fund I Class E

Accumulation (208 KB/PDF)

Zurich Horizon Multi-Asset Fund II Class E

Accumulation (2018 KB/PDF)

Zurich Horizon Multi-Asset Fund III Class E

Accumulation (209 KB/PDF)

Zurich Horizon Multi-Asset Fund IV Class E

Accumulation (209 KB/PDF)

Zurich Horizon Multi-Asset Fund V Class E

Accumulation (208 KB/PDF)

Remuneration Policy Summary

Zurich Investment Services (UK) Remuneration Policy Summary (146 KB/PDF)

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