Zurich Life Dimensional World Equity

World Equity (Dimensional) primarily invests in shares of companies with exposure to developed and/or emerging markets. It uses a core equity strategy with a greater allocation to smaller companies and value companies, rather than focusing only on large growth stocks. The fund may invest up to 20% of its net assets in emerging markets countries.

World Equity (Dimensional) aims to achieve long-term total return through active, discretionary management by Dimensional. Its core strategy is designed to provide broad stock market exposure while tilting toward smaller-sized companies and value companies, which are those that look cheap compared with their accounting value at the time of purchase. This means the fund is built to capture equity market growth with specific style preferences rather than tracking a market index exactly.

World Equity (Dimensional) is aimed at investors seeking long-term real growth and who understand they could lose some or all of their investment. The recommended investment horizon is 7 years, so it is designed for investors who can stay invested through market ups and downs. Zurich also notes that investors should be sufficiently informed about financial markets or have appropriate professional advice.

World Equity (Dimensional) is classified as 4 out of 7, which means it is in a medium risk class. Its main risks include market risk, where share prices can fall if stock markets weaken, and counterparty risk, which is the risk that another party involved in a financial contract fails to meet its obligations. The fund has no protection against future market performance, so investors could lose some or all of their money.

Yes. World Equity (Dimensional) may use derivatives to manage risk, reduce costs, or improve returns. Derivatives are financial contracts whose value is linked to another asset or market, and they can make a fund more efficient but also add complexity.