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.
Balanced
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.
Performance
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.
Dynamic
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
Cautiously Managed
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.