Managed / With Profits Funds | Zurich Life Funds

Managed / With Profits 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.

SuperCAPP is a unitised with-profits fund, currently made up of a core portfolio of high quality government bonds complemented by equity and other investments that are held to generate returns in excess of annual dividend distributions. Its asset mix is managed to ensure that the exposure to bond, equity and other markets remains consistent with the investment aim.

  • Indicative equity range: 20% - 40% of the value of the fund.

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.

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
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.