Zurich Life Dimensional World Allocation 40/60
Managed Balanced (<65% Equity)
The World Allocation 40/60 Fund (Dimensional) aims to achieve long-term total return. The fund aims to invest approximately 60% of its net assets in debt and approximately 40% of its net assets in shares. For debt, the fund invests to gain exposure to high quality debt, such as bonds, money market instruments and commercial paper and certificates of deposits issued by governments, other public bodies and companies in developed countries. For shares, the fund invests to gain exposure to developed and emerging markets using a core strategy meaning that the fund has a general exposure to the stock-market with a greater allocation towards shares of small sized companies and value companies. The fund may use financial contracts or instruments (derivatives) to manage risk, reduce costs or improve returns. The return for the investor will depend on the performance of the portfolio of assets in this fund. The risk profile of this fund is based on the seven year recommended holding period. Investments for longer terms are expected to lower the level of risk and shorter investment terms are expected to increase the level of risk.
The World Allocation 40/60 Fund (Dimensional) aims to achieve long-term total return.
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147.60
EUR
+28.47 (+23.90%) past 3 year
as of 18 May 2026Frequently asked questions
Common questions about Zurich Life Dimensional World Allocation 40/60.
The World Allocation 40/60 (Dimensional) aims to invest about 60% of its net assets in debt and about 40% in shares. In debt, it focuses on high-quality bonds and similar instruments issued by governments, public bodies and companies in developed countries. In shares, the fund seeks exposure to both developed and emerging markets. The fund is designed to provide diversified exposure across these asset classes.
The World Allocation 40/60 (Dimensional) uses a core equity strategy, meaning it has broad exposure to the stock market rather than concentrating on a narrow theme. Within that equity allocation, it places greater emphasis on small-sized companies and value companies. Small-sized companies are generally smaller businesses, while value companies are shares the manager believes may be priced below their longer-term worth. This makes the equity part of the fund more tilted than a plain market-cap index approach.
The World Allocation 40/60 (Dimensional) is aimed at investors seeking long-term real growth and a long-term total return. The recommended holding period is seven years, and the fund notes that shorter investment terms are expected to increase risk. It is described as suitable for investors who understand that the value can move up and down and that they could lose some or all of their investment.
The World Allocation 40/60 (Dimensional) is classified as 3 out of 7, which is a medium-low risk class. Its value can fall because of market movements, and there is no protection from future market performance, so an investor could lose some or all of their money. If Zurich were unable to pay what is owed, the investor could also lose their entire investment. This means the fund is not guaranteed and its returns depend on how the underlying assets perform.
Yes, the World Allocation 40/60 (Dimensional) may use derivatives to manage risk, reduce costs or improve returns. Derivatives are financial contracts whose value is linked to other assets, and they can be used to adjust a portfolio without buying or selling the underlying investment directly. The fund’s use of derivatives is described as a tool rather than its main investment focus.
Zurich Life Dimensional World Allocation 40/60
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