Keep risk down and income up
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Investing for income doesn’t have to be a high risk game. The Zurich Investments Equity Income Fund aims to generate 10% income pa from a portfolio of blue-chip Australian shares through the conservative management of exchange traded options.
By adopting a number of different option strategies, the Fund is able to deliver high levels of income without the same level of volatility as traditional Australian share funds. With zero financial leverage and no investment in debt securities, the Zurich Investments Equity Income Fund provides investors seeking high, reliable income with an alternative.
Why consider the Zurich Investments Equity Income Fund?
• Targets 10% income pa together with the potential for long-term capital growth
• Less volatile than traditional Australian share funds
• Income distributions paid monthly
• Zero financial leverage and no investment in debt securities such as CDOs
• Portfolio management carried out by a specialist derivatives boutique established by two of Australia’s leading options experts — Dr Hugh Denning and Michael Pryce.
At Zurich Investments, we leverage the strength of the global Zurich brand to negotiate exclusive access to specialist investment managers that would otherwise be unavailable to retail investors. For more information about the Zurich Investments Equity Income Fund call 1800 004 480 or visit www.zurich.com.au
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