Zurich Life Active Fixed Income G
Bond - Aggregate
Last Updated
May 11, 2026
Status
Open
Fund Size
€ 256.00 Million
Start Date
June 17, 1995
€ 672.50
Offer (May 11, 2026)
-0.06%
€ 660.20
€ 690.30
52 Week Low/High
Fund Graph
3Y
4.50%
Details
Fund objective
The Active Fixed Income Fund is an actively managed bond fund. It primarily invests in bonds issued by eurozone governments and bond-based financial instruments. It may also invest in supranational bonds and other investment grade corporate and nonsovereign bonds. The investment parameters allow for up to 30% of the fund to be invested overseas with the core invested in eurozone bonds. This fund invests some of its assets outside the eurozone so a cur rency 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.
Fund strategy
This fund is an actively managed bond fund. It primarily invests in bonds issued by Eurozone governments and bond-based financial instruments. It may also invest in supranational bonds and other investment grade corporate and non-sovereign bonds. The investment parameters allow for up to 30% of the fund to be invested overseas with the core invested in Eurozone bonds. In terms of currency the fund is managed from the point of view of a Eurozone investor.
Comments
Fund is open to new business and top-up to existing business for individuals, Directors, Employees and A.V.C.'s.
Head office address
Eagle Star House, Frascati Road, Blackrock, Co. Dublin
Telephone
+353 1 283 1301
Fax
+353 1 799 2890
customerservices@eaglestarlife.ie
Website
Performance Over Time
Overview
Period
Value
Quartile
1 Day
0.00%
Top 100%
1 Week
+0.69%
Top 25%
1 Month
+1.05%
Top 25%
QTD
+0.75%
Top 50%
3 Month
-1.15%
Top 100%
6 Month
-0.71%
Top 75%
9 Month
0.22%
Top 75%
YTD
0.12%
Top 75%
1 Year
+0.54%
Top 75%
2 Year
+1.94%
Top 100%
3 Year
+4.12%
Top 75%
4 Year
-2.37%
Top 75%
5 Year
-9.67%
Top 75%
6 Year
-9.50%
Top 75%
7 Year
-7.16%
Top 75%
8 Year
-6.10%
Top 75%
9 Year
-4.79%
Top 75%
10 Year
-6.14%
Top 75%
15 Year
+46.10%
Top 50%
20 Year
+80.63%
Top 25%
Launch
+398.15%
Top 25%
Chart View
Risk
Details
Risk in the table below refers to the fund’s volatility. The standard deviation shows how much the fund’s returns fluctuate. Higher SD values mean more ups and downs. The Sharpe ratio tells us how much return the fund delivers for each unit of risk taken. Ideally, we want to see a positive Sharpe ratio, indicating we're being rewarded for the risk. Whether a low or high standard deviation is preferable depends on your investment horizon and risk tolerance, younger investors may be more comfortable with higher volatility in pursuit of higher returns.
Zurich Life Active Fixed Income G
Bond - Aggregate
€ 256.00 Million