Zurich Newton Global Balanced ZP (inet)-Pen

At A Glance

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Net Asset Value

1.95GBP

 0.41

15 Aug 2014

YTD Return (Cumulative)
 2.06%
5 Year Return (Annualized)
 8.73%
Classification
Mixed Asset GBP Aggressive
Manager Benchmark
Index not provided by Mgt Co
Lipper Leader Profile (Overall)
N/A
N/A
N/A
N/A

Growth of 10,000GBP since September, 2005 »

 Zurich Newton Global Balanced ZP (inet)-Pen

The Growth of 10,000GBP chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterZurich
Portfolio ManagerNewton Fund Managers
Launch Date15 Aug 2005
Geographical FocusGlobal
Redemption Current0.00%
Redemption Max--
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee--
Initial Current0.00%
Initial Max--
Initial Min--
Regular Investments--
Irregular Investments--
Total Net Assets9.12  M GBP
Total Net Assets Date31 Jul 2014
Annual Current Charge0.67%
Annual Max Charge--
Annual Min Charge--

Investment Strategy

The objective of the underlying fund is to maximize returns by investing predominantly in a worldwide portfolio of equities and fixed interest securities. The Sub-Fund may also invest in derivative instruments, forward transactions and collective investment schemes.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
N/A
Consistent Return
N/A
Capital Preservation
N/A
Low Expense
N/A

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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