2011 Jun 23 - Peter Gough - Zurich Super Capp Fund

The SuperCAPP FundPeter GoughAppointed ActuaryZurich Life Assurance plc

SuperCAPP Design Grows like a bank account… …but with scope for more: Long-term interest rates Equity participation Active investment management© Zurich Life Assurance plc

Dividends Annual dividends Long-term eurozone interest rates Added daily to policy value Special dividends Reflect fund value Added to encashments, not to policy value 5-year minimum© Zurich Life Assurance plc

SuperCAPP Design Grows like a bank account… …but with scope for more: Long-term interest rates—annual dividends Equity participation—special dividends Active investment management—special dividends© Zurich Life Assurance plc

Investment Strategy Annual dividends: bonds 70% of fund Eurozone governments Special dividends: equities 30% of fund Mainly European Mainly blue-chip stocks© Zurich Life Assurance plc

Bond Protection40%20% 0% 1% 2% 3% 4% 5% 6%-20%-40% Rise in int erest rat es Bonds © Zurich Life Assurance plc

Bond Protection40%20% 0% 1% 2% 3% 4% 5% 6%-20%-40% Rise in int erest rat es Bonds Payer sw apt ions © Zurich Life Assurance plc

Equity Protection Large upw ard Fluct uat ing ret urn movement on equit ies Smoot her, collared ret urn on equit ies Collar Large dow nw ard movement© Zurich Life Assurance plc

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2011 Jun 23 - Peter Gough - Zurich Super Capp Fund

by abm Ireland on Sep 29, 2011

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2011 Jun 23 - Peter Gough - Zurich Super Capp Fund — Presentation Transcript