Zurich Life Dimensional World Allocation 60/40
Managed Balanced (<65% Equity)
The World Allocation 60/40 Fund (Dimensional) aims to achieve long-term total return. The fund aims to invest approximately 40% of its net assets in debt and approximately 60% 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 60/40 Fund (Dimensional) aims to achieve long-term total return.
1
2
3
4
5
6
7
178.10
EUR
+43.68 (+32.50%) past 3 year
as of 18 May 2026Frequently asked questions
Common questions about Zurich Life Dimensional World Allocation 60/40.
The World Allocation 60/40 (Dimensional) aims to achieve long-term total return by investing approximately 60% of its net assets in shares and approximately 40% in debt. For the debt portion, the fund seeks exposure to high quality bonds, money market instruments, commercial paper and certificates of deposits issued by governments, other public bodies and companies in developed countries. For the equity portion, it invests across developed and emerging markets. This gives the fund a mixed allocation with a broad global spread.
The World Allocation 60/40 (Dimensional) uses a core strategy for its share holdings, meaning it has general exposure to the stock market rather than concentrating on a narrow theme. It also has a greater allocation towards small-sized companies and value companies. In simple terms, smaller companies can be more volatile, and value companies are those that may look cheaper relative to their fundamentals. That style tilt may cause the fund to behave differently from a plain market-tracking global equity fund.
The World Allocation 60/40 (Dimensional) is aimed at investors seeking long-term real growth and who understand that they may lose some or all of their investment. Zurich says investors should be sufficiently informed about financial markets or have received appropriate professional advice. The fund is designed for a 7-year recommended holding period. Holding it for longer is expected to lower risk, while shorter terms may increase it.
The World Allocation 60/40 (Dimensional) is classified as 3 out of 7, which is a medium-low risk rating. Its key risks are market risk and credit risk. Market risk means the value can fall when share or bond markets move against the fund, while credit risk means an issuer of a bond or similar security could fail to pay what is owed. The fund does not offer any protection against future market performance, so investors could lose some or all of their investment.
Yes, the World Allocation 60/40 (Dimensional) may use derivatives to manage risk, reduce costs or improve returns. Derivatives are financial contracts whose value is linked to another asset or market, and they can add complexity to how the fund is run. This does not mean the fund is focused on derivatives, but they may be used alongside the main portfolio holdings. Their use is intended to support the fund's overall management rather than replace its core investment approach.
Zurich Life Dimensional World Allocation 60/40
Get free, expert advice on this fund from a regulated advisor
Regulated advisors
No obligation
100% free advice