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See BlackRock Balanced Growth Portfolio fund as a pension fund

See underlying BlackRock Balanced Growth Portfolio fund

Zurich Sterling BlackRock Balanced Growth Portfolio

Underlying Fund

BlackRock Balanced Growth Portfolio

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To achieve long-term total return, either through capital growth and/or income generation depending on market conditions. Investment may be made in a global portfolio of equities and fixed income securities, as well as collective investment schemes, cash in sterling or other currencies and money market instruments. Investment may be made in any and all economic sectors, although under normal market conditions there will be an emphasis on the UK. The Fund will invest in derivatives and indirectly in alternative asset classes such as commodities or property.

Fund Manager ( Underlying )

Andy Warwick

Domicile

United Kingdom

Sector

Mixed Investment 40%-85% Shares

Currency

GBX

Primary Asset Class

Mixed Asset

Fund Size

GBX 3.30m as at 30-Apr-2013

Downloads ( Underlying )

	(SID) Supplementary Information Document
	Prospectus
	Provider's own Factsheet
	(KIID) Key Investor Information

Unit Name Zurich Sterling BlackRock Balanced Growth Portfolio S2 Add this unit to Basket
Inc/Acc Accumulating Citicode AFT2 Initial Charge 0.00%	Unit Currency GBX ISIN GB00B1WTJG09 Annual Charge 0.60%
Mid GBX 122.80	Change (Mid) 0.60 (0.49%) 18-Jun-2013
Unit LaunchDate 06-Aug-2007

Unit Name Zurich Sterling BlackRock Balanced Growth Portfolio Add this unit to Basket
Inc/Acc Accumulating Citicode SG67 Initial Charge 0.00%	Unit Currency GBX ISIN GB0004518808 Annual Charge 1.60%
Bid GBX 32.80 Offer GBX 34.60	Change (Offer) 0.20 (0.58%) 18-Jun-2013
Unit LaunchDate 25-Oct-2000

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	6.84	-1.50	7.19	15.09	17.99	13.49
Sector	7.22	-0.62	7.61	15.09	22.19	24.50

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	9.64	-9.68	13.97	24.20	-27.24
Sector	9.37	-4.83	11.67	19.10	-20.41

Asset Allocation ( Underlying )

Asset Class

% of Fund

UK Equities

56.50

International Equities

25.00

Fixed Interest

17.00

Cash & Cash Equivalents

15.90

Alternative Assets

8.60

Futures Cover

-23.00

Regional Breakdown ( Underlying )

Region

% of Fund

69.00

North America

18.70

Cash & Cash Equivalents

15.90

Europe

7.30

Global Emerging Markets

6.40

Japan

2.90

Others

2.50

Pacific Basin

0.30

Futures Cover

-23.00

Sector Breakdown ( Underlying )

Sector

% of Fund

Financials

20.90

Consumer Goods

16.90

Oil & Gas

15.30

Consumer Services

13.20

Industrials

8.90

Health Care

7.40

Basic Materials

5.90

Others

5.20

Telecommunications

4.50

Utilities

1.00

Technology

0.80

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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Zurich Sterling BlackRock Balanced Growth Portfolio

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