Climate-related fund information
At Zurich we aim to manage funds in line with the objectives we set out to you on the factsheets of the fund. We also continue to consider a full suite of investment risks and recognise climate change as one of many financial risks that must be managed for your investment funds.
We have created two reports that aim to increase the clarity on climate-related risks and opportunities.
Entity level report
This report contains information on how we manage climate-related risks in respect of customer investments within Zurich.
Product level report
This report contains some climate-related metrics for each of the funds in our portfolio, allowing you to compare the funds you’re investing in with the other funds we offer.
Some of our pension customers are invested on a lifestyle strategy basis, which is specific to each pension scheme. Due to confidentiality constraints we ask that if you are invested on a lifestyle strategy basis, and you are interested in obtaining its climate-related metrics, you write to us at zurich.customer.service@uk.zurich.com requesting this information. Alternatively, you can call us on the number on your statement. You will know you’re on a lifestyle strategy basis from your annual statement.