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
  • Risk rating: 2

The Cautiously Managed Fund seeks to achieve growth through income and capital gains 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.
  • Risk rating: 4

The Balanced Fund invests in a well-diversified portfolio of global equities and equity-based financial instruments. It also invests in bonds issued by governments, supranational bodies and 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.
  • Aims for competitive growth with medium to high risk.
  • Risk rating: 5

The Performance Fund invests in a wide range of global equities and equity-based financial instruments offering real growth opportunities.

It may also include bonds issued by governments, supranational bodies and 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.
  • Risk rating: 5

The Dynamic Fund is an aggressively managed fund with a high equity content that aims to achieve long-term capital growth and income through investment in a well-diversified global equity portfolio.

  • 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
  • Risk rating: 5
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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