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Both individual and institutional investors may participate in each Internal Insurance Fund, by investing in one or more of the following funds:
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AZ LIFE Long Run
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Aim: to obtain high growth rate of the invested capital, by exploiting mainly the opportunities offered by equity markets in the very long term.
To achieve this outcome, investments chosen are for the most part Balanced/Equity Funds and, to a much lesser extent, Monetary/Bond Funds. The presence of a strong equity component implies a high degree of volatility of short and medium term yield.
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AZ LIFE Medium Run
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Aim: obtain a significant capital increase in the long term, including exploiting the opportunities offered by equity markets. To achieve this outcome, investments are divided equitably between Monetary/Bond Funds and Balanced/Equity Funds.
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AZ LIFE Medium Plan
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Aim: to achieve a considerable return on invested capital while maintaining the capital value in the medium term. To achieve this outcome, investments chosen are mainly Monetary/Bond Funds, whereas the weight of Balanced/Equity Funds appears to be limited. |
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AZ LIFE Short Plan
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Aim: to pursue steady growth while maintaining the nominal value of capital. To achieve this outcome, investments focus on Monetary/Bond Funds and, to a lesser, limited extent, on Balanced/Equity Funds. |
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The management of the Internal Funds seek to grow the initial investment of the policyholder over the medium/long term through investment in diversified financial instruments.
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The risk level of each Internal Fund largely depends on the portfolio composition.
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Internal funds
Portfolios’ composition