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Zurich Life Balanced Fund

Fund Description

Indicative equity range: 50% - 75% of the value of the fund

The Zurich Life Balanced Fund seeks 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 and other investment grade corporate and non-sovereign bonds and/or bond-based financial instruments. In terms of currency, the fund is managed from the point of view of a Eurozone investor. This fund is managed by Zurich Life Investments.

Other Balanced Fund Information

PDF Document Balanced Fund Factsheet (247 KB)
PDF Document Balanced Fund Description Sheet (104 KB)
PDF Document Managed Funds 20th Anniversary (140 KB)