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.

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

I want to make changes to my plan

Change your name, address or bank details? Keep your details up-to-date. Change your payments, switch your funds and more.