Zurich is proud to mark the 10-year anniversary of the Zurich Investments Equity Income Fund.
According to Zurich’s National Investment Sales Manager, Linda Stangherlin, the fund, which invests in blue chip Australian shares and exchange traded options, has proven to be a solid performer during a decade of complex and volatile market conditions.
“When the fund was launched in October 2006 it was the first of its kind. No other fund offered investors high regular income with lower volatility through a ‘buy-write’ strategy,” said Ms Stangherlin.
“Ten years on, we’re incredibly proud that the fund has consistently delivered tax-effective income every month across all market conditions. We think that the Fund remains highly relevant for conservative income-seeking investors, particularly given the current low interest rate environment,” she said.
Zurich’s Equity Income Fund is managed by strategic investment partner Denning Pryce, an independent and privately-owned fund manager with a reputation for being experts in options markets.
“Zurich’s global strength means we can partner with fund managers that are among the best in their field. The fact that this fund has weathered downturns as significant as the Global Financial Crisis is a testament to Denning Pryce’s expertise,” said Ms Stangherlin.
