Zurich Life Dimensional World Allocation 80/20
Managed Aggressive (>65% Equity)
The World Allocation 80/20 Fund (Dimensional) aims to achieve long-term total return. The fund aims to invest approximately 20% of its net assets in debt and approximately 80% 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.
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209.90
EUR
+61.03 (+41.00%) past 3 year
as of 18 May 2026Frequently asked questions
Common questions about Zurich Life Dimensional World Allocation 80/20.
World Allocation 80/20 (Dimensional) aims to invest about 80% of its net assets in shares and about 20% in debt. Its debt holdings focus on high quality instruments such as bonds, money market instruments, commercial paper and certificates of deposit issued by governments, public bodies and companies in developed countries. Its share exposure spans developed and emerging markets.
World Allocation 80/20 (Dimensional) aims to achieve long-term total return through a mixed allocation of equities and debt. The equity portion uses a core strategy, meaning it has broad stock-market exposure while leaning more towards small-sized companies and value companies. This can help it participate in market growth, but returns will depend on how the underlying portfolio performs.
World Allocation 80/20 (Dimensional) is designed for investors seeking long-term real growth and who understand they could lose some or all of their investment. The recommended holding period is seven years, and longer holding periods are expected to reduce risk compared with shorter ones. Zurich also says investors should be sufficiently informed about financial markets or have appropriate professional advice.
World Allocation 80/20 (Dimensional) is classified as 3 out of 7, which is a medium-low risk category. It is exposed to market movements, so its value can go up and down as the prices of shares and debt instruments change. It also has no protection from future market performance, which means an investor could lose some or all of their investment.
World Allocation 80/20 (Dimensional) may use derivatives to manage risk, reduce costs or improve returns. Derivatives are financial contracts whose value depends on another asset or market, so they can amplify gains or losses depending on how they are used. This means they are mainly a tool for portfolio management rather than the fund’s main investment focus.
Zurich Life Dimensional World Allocation 80/20
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