Allianz Vantage Investment Bond

Allianz Vantage Investment Bond

Invest with confidence, flexibility and choice.

Choose a single contribution product, a regular contribution product with an optional lump sum, and make additional top-ups subject to the product terms.

Choose from a range of funds across active, passive and protected approaches, and invest in a single fund or a combination of guaranteed and non-guaranteed options.

Switch between funds at no additional cost, subject to guarantee timing and switching rules.

Available to individual, joint and corporate policyholders, subject to eligibility. Up to two lives assured are permitted.

The policy uses gross roll-up taxation, with exit tax generally arising when a chargeable event occurs. Tax treatment depends on your personal circumstances and may change in the future. You should seek independent tax advice if needed.

Three of our funds offer guarantee levels of 85%, 90% or 93%* at each policy anniversary.

*The level of the guarantee depends on the guaranteed fund chosen. Charges, timing rules, switching and withdrawal restrictions apply. The guarantee does not provide full capital protection, does not guarantee investment growth and may not protect withdrawals, switches or early encashment.

For eligible funds, a guaranteed value of up to 93%* is set for the guaranteed part of your policy at each policy anniversary. If its value is below that level at the following anniversary, Allianz Global Life adds units to restore it to the guaranteed amount. If markets perform well, the guaranteed value can increase at the next anniversary, locking in a portion of the growth for the year ahead. Funds without the guarantee activated remain fully exposed to market movements.

*The level of guarantee depends on the fund chosen. Charges, timing rules, switching and withdrawal restrictions apply.

[The guarantee does not provide certainty of return, full capital security or protection for every withdrawal, switch or early encashment. Policy terms and conditions apply.]

A financial advisor can help you decide whether the Allianz Vantage Investment Bond suits your needs, investment timeframe and risk profile, while explaining the available fund options, charges, tax treatment and optional annual guarantee.

We Secure Your Future.

Warning: The value of your investment may go down as well as up.

Warning: These products may be affected by changes in currency exchange rates.

Warning: If you invest in this product, you may lose some or all of the money you invest.

Warning: Past performance is not a reliable guide to future performance.

Warning: The income you get from this investment may go down as well as up.

See the latest fund performance and unit prices.