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Zurich Max1nvest is a single-premium investment-linked plan that aims to maximise your investments with a diversified choice of local and foreign funds.
It has a high premium allocation with at least 95% going towards investments to optimise your long-term goal of wealth creation. To build your investments over time and manage risk, you can leverage on ringgit cost averaging through recurring top-up or irregular top-up options.
Best of all, you and your family can also enjoy the best of both worlds with protection coverage on top of the potential investment gains you will get.
So whether to retire in comfort, ensuring the best tertiary education for your children or even starting an insurance programme for your children or grandchildren, Zurich Max1nvest is ideal.
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Enjoy 95.5% premium allocation when you invest RM100,000 and more. That’s 0.5% extra!
An opportunity for ringgit cost averaging made simpler.

Zurich Europe Edge Fund
Zurich Europe Edge Fund aims to provide capital growth over a longer term period by investing in equity and equity-related securities of large or mid-sized companies listed in Europe. The fund aims to offer investors a more stable form of growth investing, focused on identifying companies with high quality attributes. This fund is a feeder fund that will invest its assets in the Schroder International Selection Fund (ISF) – European Opportunities for exposure to European equities.

Zurich US Edge Fund
Zurich US Edge Fund aims to provide capital growth over a longer term period by investing in Exchange Traded Funds (ETF) which track the investment results of the S&P Total Market Index (TMI), which comprises the membership of the S&P 500 and the S&P Completion Index in the United States. This fund is a feeder fund that will invest its assets in the iShares Core S&P Total U.S. Stock Market ETF for exposure to a broad range of U.S. companies throughout a variety of industries.

Zurich Health Care Fund
Zurich Health Care Fund is the first time in south east asia, and aims to provide capital growth over a longer term period by investing in equity and equity-related securities of health care companies based in the United States and other countries. This feeder fund will invest its assets in the Vanguard Health Care Fund for exposure to US and global companies principally engaged in the development, production, or distribution of products and services related to the health care industry. The fund also considers companies engaged in medical, diagnostic, biochemical, and other research and development activities.
FOR MORE INFO ABOUT THIS FUND CLICK HERE

What is the Death and TPD coverage of Zurich Max1nvest?
Apart from financial gains, Zurich Max1nvest also provides you with lifetime protection and covers you against the unexpected. Should Death or Total and Permanent Disability (TPD) occur before the policy matures, you will receive 125% of the initial premium and top-up premium (after deduction of any partial withdrawal made) or 100% of Investment Account Value, whichever is higher.


About Schroders
Schroders is an asset management company with its goals completely aligned with those of its client in the creation of long-term value. It manages £324.9 billion (Euro€409.7 billion/US$466.9 billion)1 on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world. It invests in a broad range of asset classes across equities, fixed income, multi-asset, alternatives and real estate. It also has in-depth local knowledge and insights of the markets it invests in, having 38 offices across 28 different countries in Europe, the Americas, Asia and the Middle East. For over 200 years, it has developed under stable ownership and is governed by long-term thinking in its approach to investing, building client relationships and growing its business.


About Vanguard
Vanguard was founded on a simple but revolutionary idea – that a mutual fund company should be managed in the sole interest of its investors. From its beginning in 1975, Vanguard has been a very different kind of investment firm. To ensure that the interests of investors always come first, Vanguard is structured in the U.S. as a “mutual” mutual fund company, owned by the Vanguard funds and the investors who put their
hard-earned money in them.
Over the decades, Vanguard has grown to become one of the world’s largest investment management companies, with locations in the United States, Australia, the United Kingdom, Europe, Asia, and the Americas. Its ownership structure has remained unchanged, even though it is now one of the world's largest investment companies, offering a large selection of low-cost mutual funds, ETFs, advice, and related services.


About iShare by BlackRock
BlackRock, Inc. is a leading publicly traded investment management firm with $4.645 trillion of AUM at December 31, 2015. It provides a broad range of investment and risk management services to institutional and retail clients worldwide, sometimes tailoring investment outcomes and asset allocation solutions for clients.
Its product offerings include single- and multi-asset class portfolios investing in equities, fixed income, alternatives and money market instruments. Products are offered directly and through intermediaries in a variety of vehicles, including open-end and closed-end mutual funds, iShares ® exchange-traded funds (“ETFs”), separate accounts, collective investment funds and other pooled investment vehicles. It is one of the leading global asset managers, serving many of the world's largest companies, pension funds,
foundations, and public institutions as well as millions of people from all walks of life.

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This post has been edited by ZurichVictorT: Jun 9 2017, 04:58 PM