Zurich Life 5 Star 5 Americas
Equity North America
Indicative equity range: 80% - 100% of the value of the fund 5 ★ 5 Americas Fund is an actively managed fund which aims to achieve growth through focusing on Zurich Life's strong sector and stock selection skills in the American region, normally holding up to fifty equities in five different sectors. The fund has a concentrated portfolio which leads to increased levels of stock specific risk. The fund offers the opportunity to invest in the US and may also have holdings in Canada and Latin America. In the future, the sectoral and equity selection of the fund may be varied to avail of changing market dynamics and so enhance the performance of the fund. For tactical reasons, the fund may also invest in cash or cash equivalents. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. As the fund is managed from the point of view of a euro investor any currency hedging that may be conducted will be into euros. This fund is managed by Zurich Life.
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1230.60
EUR
+511.37 (+71.10%) past 3 year
as of 18 May 2026Technology
34.0%
Consumer & Communications
25.0%
Financials & Real Estate
18.0%
Healthcare & Personal Products
11.0%
Resources & Industrials
10.0%
Cash
2.0%
Frequently asked questions
Common questions about Zurich Life 5 Star 5 Americas.
The 5 ★ 5 Americas Fund is an actively managed equity fund with an indicative allocation of 80% to 100% in equities. It focuses on the American region and normally holds up to fifty stocks across five sectors. It may also hold cash or cash equivalents for tactical reasons.
The 5 ★ 5 Americas Fund aims to invest mainly in the US, with the potential to also hold securities in Canada and Latin America. Its top holdings have included names such as NVIDIA, Alphabet, Apple, Amazon, Microsoft and Broadcom. This means the fund is tilted toward large, well-known US-listed companies, especially in technology and related sectors.
The 5 ★ 5 Americas Fund has a concentrated portfolio, which means it holds relatively few stocks and sectors. That can increase stock specific risk, meaning a single company or sector performing badly can have a bigger impact on the fund. It also has currency risk for a euro investor because some holdings are outside the eurozone, so exchange-rate moves can affect returns.
The 5 ★ 5 Americas Fund is spread across five sectors: Consumer & Communications, Financials & Real Estate, Healthcare & Personal Products, Resources & Industrials, and Technology. Zurich Life says the sector and stock selection may be varied over time to respond to changing market dynamics. This gives the manager flexibility to adjust the portfolio if opportunities shift.
The 5 ★ 5 Americas Fund may suit an investor looking for growth through active exposure to American equities and who is comfortable with higher portfolio concentration. Because it can hold mainly stocks and only a limited number of them, it may be better suited to someone who can accept sharper ups and downs in value. It is managed by Zurich Life from the perspective of a euro investor.
Zurich Life 5 Star 5 Americas
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