Zurich Life Asia Pacific Equity

The Asia Pacific Equity Fund invests mainly in a diversified portfolio of Asia Pacific equities and equity-based financial instruments. It typically keeps 80% to 100% of the fund in equities, and it may hold cash or cash equivalents for tactical reasons. The fund focuses on the Asia Pacific region, excluding Japan.

The Asia Pacific Equity Fund is actively managed by Zurich Life. This means the manager selects investments rather than simply tracking an index. The fund aims to achieve growth through both capital gains and income.

The Asia Pacific Equity Fund has scope to invest across the full Asia Pacific universe, excluding Japan. Its geographic allocation includes Australia, Hong Kong, Singapore, Korea, Taiwan, China, New Zealand and India. This broad regional approach can give investors exposure to several different market economies at once.

The Asia Pacific Equity Fund carries currency risk because some of its assets are invested outside the eurozone. In plain language, this means changes in exchange rates can affect returns when foreign currencies are converted back into euros. The fund may also hold cash or cash equivalents at times, but its main exposure remains to equity market movements.

The Asia Pacific Equity Fund may suit investors looking for regional equity growth exposure with income potential from the Asia Pacific area, excluding Japan. Its diversified portfolio and active approach may appeal to those who want broad access to the region rather than a single-country fund. Because it is equity-focused, investors should be comfortable with stock market risk.