Zurich Life World Equity Fund (Dimensional)

The WORLD EQUITY FUND (EUR, ACC.) is an actively managed global equity fund that aims to achieve long-term total return. It invests across world equity markets and holds a diversified mix of sectors, including Information Technology, Financials, Industrials, and Consumer Discretionary. Its top holdings include large global companies such as Microsoft, NVIDIA, Apple, Amazon, and Meta.

The WORLD EQUITY FUND (EUR, ACC.) is designed for investors with a long-term investment horizon. Its objective is to deliver long-term total return, which means it is built for investors who can stay invested through market ups and downs. Because it invests in equities, its value can fluctuate and investors may lose part or all of their capital.

The WORLD EQUITY FUND (EUR, ACC.) invests globally, with exposure across markets such as the United States, Japan, Canada, the United Kingdom, and China. This means the fund is not limited to one country or region. Investing abroad also brings international risks, meaning political or economic events in other countries can affect the fund's value.

The WORLD EQUITY FUND (EUR, ACC.) is exposed to the usual risks of equity investing, including loss of principal and changes in market value. It also carries international, political, economic, liquidity, settlement, custodial, volatility, and style-specific risks. If derivatives are used, they can add leverage and counterparty risk; counterparty risk means the other party to a contract could fail to meet its obligations.

The WORLD EQUITY FUND (EUR, ACC.) is actively managed, so the portfolio manager makes decisions about which global stocks to hold rather than simply tracking an index. Its benchmark is the MSCI All Country World Index (net div., EUR), but the fund is not described as index-tracking. That active approach can lead to different sector and stock weights from the broader market.