Zurich Russell World Equity ZP (inet)-Pen

At A Glance

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Net Asset Value

1.75GBP

 -1.85

11 Apr 2014

YTD Return (Cumulative)
 -0.83%
5 Year Return (Annualized)
 14.04%
Classification
Equity Global
Manager Benchmark
MSCI World TR USD
Lipper Leader Profile (Overall)
N/A
N/A
N/A
N/A

Growth of 10,000GBP since September, 2005 »

 Zurich Russell World Equity 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 ManagerRussell Investments (Ireland) Limited
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 Assets0.18  M GBP
Total Net Assets Date31 Mar 2014
Annual Current Charge0.67%
Annual Max Charge--
Annual Min Charge--

Investment Strategy

The underlying fund aims to seek to achieve capital appreciation by investing principally in equity securities, including common stock, convertibles and warrants, listed, traded or dealt in on the Regulated Markets within the MSCI World Index.

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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