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IKEA Investment Information

There are four investment strategies available within your plan which allow you to select the combination of risk and expected return that best suits you:

Alpha

The Alpha strategy provides a fixed rate of return of 2.5% per annum (p.a). IKEA carries the risk of the investment returning less than 2.5% p.a. The fixed rate of return is not guaranteed by Zurich International Life Limited.

Beta

The Beta strategy aims to provide a moderate return through a balance of capital appreciation and income generation.

Gamma

The Gamma strategy aims to provide returns through both capital appreciation and income generation, with some risk to capital.

Delta

The Delta strategy aims to provide capital growth over the longer term, with above average risk to capital.