Managed funds

Choosing a managed fund may bring higher returns, as your fund manager can strategically react to changes in the market and seize opportunities as they happen. We offer a variety of managed funds to suit various risk profiles.

The Balanced Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities and equity-based financial instruments. This fund will also invest in bonds issued by governments, supranational bodies, other investment grade corporate and non-sovereign bonds and/or bond-based financial instruments.

  • Indicative equity range: 50% - 75% of the value of the fund.
  • Actively managed fund with investments in equities, bonds and cash.

The Performance Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities and equity-based financial instruments. This fund will also invest in bonds issued by governments, supranational bodies, other investment grade corporate and non-sovereign bonds and/or bond-based financial instruments.

  • Indicative equity range: 65% - 90% of the value of the fund.
  • Actively managed fund with investments in equities, bonds and cash.

The Dynamic Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified global portfolio of quality equities and equity-based financial instruments.

  • High Equity content
  • Indicative equity range: 75% - 100% of the value of the fund
  • Specific stocks held are actively managed by Zurich Life
  • Well-diversified portfolio

The Cautiously Managed Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of bonds, equities and cash.

  • An actively managed fund investing in a diversified portfolio of bonds, equities and cash.
  • Indicative equity range: 20% - 50% of the value of the fund.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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