PDAA

Dynamic Fund

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.

Main features

  • 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

Who should invest in the fund?

  • Appeals to investors seeking competitive returns over the medium to long term, from a fund with a high equity content.
  • The fund is suitable for investors who are comfortable with a medium to high level of risk.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

The Dynamic fund consists of quality equities and equity-based financial instruments and it may also include some bonds issued by governments, supranational bodies and other investment grade corporate and non-sovereign bonds and/or bond based financial instruments.

The fund is managed from the point of view of a eurozone investor. As this fund invests some of its assets outside the eurozone, a currency risk arises for a euro investor. The fund is managed by Zurich Life.

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why Zurich Life?

At Zurich Life, we believe that the macro economic environment is the key driver for investment market themes. We are business cycle investors, and our portfolios are constructed to take advantage of investment opportunities over all parts of the economic cycle.

Our investment managers closely co-operate to make decisions across assets, markets and sectors, taking a 'top-down' approach to identify trends and to bring the best investment opportunities to our clients.

It's widely accepted that long-term investment returns within an investor's portfolio are driven by asset allocation. Asset allocation decisions have become increasing complex over the years, due to a changing economic landscape and market volatility. At Zurich Life, we have a reputation for making the right investment decisions at the right time.

Warning: Past performance is not a reliable guide to future performance.
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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