Zurich HSBC Active Index G4 AL-Life

At A Glance

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Bid/Ask

1.43GBP

 0.53

17 Apr 2014

YTD Return (Cumulative)
--
5 Year Return (Annualized)
--
Classification
Equity Global (High UK)
Manager Benchmark
FTSE World TR GBP
Lipper Leader Profile (Overall)
N/A
N/A
N/A
N/A

Growth of 10,000GBP over 10 years »

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 ManagerHSBC Life UK Limited
Launch Date11 Feb 2000
Geographical FocusGlobal
Redemption Current0.00%
Redemption Max--
Redemption Min--

Fees, Expenses, & Minimums

Early Redemption Fee--
Initial Current5.00%
Initial Max--
Initial Min--
Regular Investments--
Irregular Investments1,000.00
Total Net Assets0.11  M GBP
Total Net Assets Date31 Mar 2014
Annual Current Charge1.54%
Annual Max Charge--
Annual Min Charge--

Investment Strategy

The fund invests in securities worldwide and aims to produce long-term growth. The portfolio contains a spread of UK and overseas companies through HSBC's active and index investment funds. The fund pursues and active asset allocation policy generally has more overseas investments and less and less fixed interest income than balanced funds.

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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