Zurich Life Balanced G
€3874.5000
-0.96% today€2.26B
1 Nov 1989
18 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
The Balanced Fund is an actively managed fund which aims 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, other investment grade corporate and non-sovereign bonds and/or bond-based financial instruments. This fund invests some of its assets outside the eurozone so a currency ris k 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 chart
3 Year Performance: 40.00%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Fund strategy
The balanced managed 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; 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.
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
Apple
Microsoft
Alphabet Inc formerly Google
Amazon.com
Meta
Berkshire Hathaway Inc
UnitedHealth Group
Johnson & Johnson
Visa
Mastercard
Asset Split
- Health Care
- Information Technology
- Energy
- Utilities
- Materials
- Consumer Discretionary
- Consumer Staples
- Financials
- Industrials
- Real Estate
- Telecommunications
Cumulative performance
Returns over multiple time horizons. Quartile rank shows how this fund compares to its peers for each period.
| Period | Return | Quartile rank |
|---|---|---|
1 Day | 0.00% | Top 75% |
1 Week | 0.27% | Top 50% |
1 Month | +2.15% | Top 75% |
QTD | +6.98% | Top 75% |
3 Month | +3.17% | Top 75% |
6 Month | +6.72% | Top 100% |
9 Month | +9.47% | Top 75% |
YTD | +5.35% | Top 75% |
1 Year | +12.45% | Top 100% |
2 Year | +18.09% | Top 100% |
3 Year | +39.82% | Top 75% |
4 Year | +43.87% | Top 75% |
5 Year | +41.19% | Top 75% |
6 Year | +69.16% | Top 75% |
7 Year | +79.50% | Top 50% |
8 Year | +85.79% | Top 50% |
9 Year | +96.55% | Top 50% |
10 Year | +122.31% | Top 50% |
15 Year | +254.58% | Top 25% |
20 Year | +275.62% | Top 25% |
Launch | +2.95K% | Top 25% |
Chart view
Risk metrics
Standard deviation measures how much returns fluctuate — higher values mean more volatility. The Sharpe ratio shows return earned per unit of risk; a positive figure means the fund is rewarding investors for the risk taken.
Frequently asked questions
Common questions about Zurich Life Balanced G.
Over the past year, Zurich Life Balanced G has returned +12.45%, placing it in the bottom quartile of funds within its category. Whether this is a "good" fund depends on your personal investment goals, risk tolerance, and time horizon. Always speak with a regulated pension advisor before making changes to your retirement savings.
The Balanced Fund is an actively managed fund which aims 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, other investment grade corporate and non-sovereign bonds and/or bond-based financial instruments. This fund invests some of its assets outside the eurozone so a currency ris k 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. The fund's largest allocation is to Information Technology at 29.0%.
Your personal appetite for risk should guide fund selection. A regulated pension advisor can help you identify a fund aligned with your risk profile and retirement timeline.
Zurich Life Balanced G
Managed Aggressive (>65% Equity)
€ 2.26 Billion