Zurich Investments Equity Income Fund

The Zurich Investments Equity Income Fund is a professionally constructed managed fund which aims to deliver a consistent income stream and some capital growth with lower volatility than traditional Australian share funds.

The Fund implements an equity-based strategy that employs ASX Listed securities, including shares and exchange traded options, to achieve its investment objectives.

Investment Objective

To provide investors with regular income and some capital growth, with lower risk and volatility than the Australian sharemarket.

Investment Strategy

The Fund invests in a range of securities listed on the Australian Stock Exchange that are
expected to deliver a regular income stream. The Fund maintains a portfolio of bought and sold
options over shares and equity index futures in order to deliver additional income and reduce
investment risk

The Fund

The Zurich Investments Equity Income Fund invests in blue-chip Australian shares selected from the ASX/S&P 50 Leaders Index and uses equity-based strategies, primarily exchange-traded options, to target specific levels of income, capital growth and volatility.

To generate additional income, the fund uses an option strategy known as a 'covered call' or 'buy-write'. This strategy, which involves buying shares and writing (or selling) a call option contract over those shares, is a basic and widely used income generation strategy.

To provide some capital and downside protection, the fund uses a combination of other option strategies to manage its exposure to the sharemarket.

All option positions within the fund combine to increase income, lower volatility and manage market exposure.  All option positions are fully covered and the fund does not use derivatives for leverage.  The fund does not go short.

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