Zurich Life Euro Inflation-Linked Intermediate Duration Fixed Income (Dimensional)

The EURO INFLATION LINKED INT. FI FUND (EUR, ACC.) mainly invests in bonds, with a focus on inflation-protected fixed income. Its objective is to seek inflation protected intermediate-term fixed income return. The fund is actively managed and uses the Bloomberg Euro Index 50/50 Custom Blend (EUR) as its benchmark.

Yes, the EURO INFLATION LINKED INT. FI FUND (EUR, ACC.) is designed to seek inflation protected returns, so it aims to help investments keep pace with rising prices. Inflation-protected bonds may react differently to yield changes than other bonds, meaning their prices may not move in the same way as standard bond funds when interest rates change. This does not guarantee that returns will always keep up with inflation.

The EURO INFLATION LINKED INT. FI FUND (EUR, ACC.) is exposed to bond market risks, including the risk that prices may fall when yields rise. It also carries credit risk, liquidity risk, interest rate risk, market risk, counterparty risk, leverage risk, and international risks. In plain language, counterparty risk means the other party to a trade or derivative may fail to meet its obligations, which could hurt returns.

The EURO INFLATION LINKED INT. FI FUND (EUR, ACC.) may use derivatives to hedge risks, such as currency fluctuations. Derivatives can also introduce extra risks, including leverage, market, counterparty, liquidity, interest rate, and credit risks. In plain language, leverage risk means small market movements can have a larger effect on the fund’s value.

The EURO INFLATION LINKED INT. FI FUND (EUR, ACC.) shows geographic allocation to France and Germany, so it may be more affected by conditions in those markets. The fund risk information also notes that investing in a single country or region can be more impacted by local events or economic conditions. In plain language, that means news or changes affecting those countries could have a bigger influence on the fund than on a more broadly diversified portfolio.