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Zurich Assurance – Tracker Protected Profits Fund

Zurich Assurance

Tracker Protected Profits Fund

Type: Unit-linked fund

Aim: Growth by investing in HSBC FTSE All Share Index Fund, HSBC European Index Fund, HSBC American Index Fund and Barclays Global Investors Sterling Liquidity First Fund

Minimum investment: Lump sum 5,000 via bond wrapper, lump sum 3,000 or monthly 100 via Isa, lump sum 20,000 via pension

Investment split: 100% in global equities

Guarantee: 80% of the funds highest ever price locked in

Charges: Annual 1.58% via sterling bond, annual 1.61% via Sterling Investment Account & Isa/Pep Transfer products, annual 0.58% via Pension Products

Commission: Sterling bond initial 4% plus 0.5% renewal on all terms, initial 6.25% on no exit penalty and standard terms option, initial 6.75% initial on high allocation terms, Sterling Investment Account & Isa/Pep Transfer products initial4% plus renewal 0.5%, initial 5.125% plus 0.25% trail or initial 6.25%

Tel: 0500 546546


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