Zurich Life Diversified Assets
Managed Balanced (<65% Equity)
Indicative allocation to each asset class (Equities, Bonds, Property, Commodities): 20% to 30% of the value of the fund. The Diversified Assets Fund is a diversified unit-linked fund that invests in and targets equal exposure to four asset classes: equities, property, bonds and commodities. The Diversified Assets Fund aims to reduce the volatility of investment returns by investing in a combination of asset classes with low correlations, while maintaining the potential to deliver strong returns. It is suitable for investors looking for real returns with lower risk than an average managed fund. To maintain a balanced portfolio the fund will be monitored and rebalanced if any asset class moves significantly outside its guideline exposure. Exposure to each asset class will be reset to 25% on rebalancing. A currency risk arises as some of the investments held are from outside the eurozone.
The Diversified Assets Fund is a diversified unit-linked fund that invests in and targets equal exposure to four asset classes: equities, property, bonds and commodities. The Diversified Assets Fund aims to reduce the volatility of investment returns by investing in a combination of asset classes with low correlations, while maintaining the potential to deliver strong returns. It is suitable for investors looking for real returns with lower risk than an average managed fund. To maintain a balanced portfolio the fund will be monitored and rebalanced if any asset class moves significantly outside its guideline exposure. Exposure to each asset class will be reset to 25% on rebalancing. A currency risk arises as some of the investments held are from outside the eurozone
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237.20
EUR
+66.18 (+38.70%) past 3 year
as of 18 May 2026Frequently asked questions
Common questions about Zurich Life Diversified Assets.
The Diversified Assets Fund invests across four asset classes: equities, property, bonds and commodities. It targets equal exposure to each area, with the allocation reset to 25% on rebalancing. The fund also keeps each asset class within a guideline range of 20% to 30% of the fund’s value.
The Diversified Assets Fund aims to reduce the volatility of investment returns by combining asset classes that are not closely linked, or lowly correlated. In plain language, that means the different parts of the portfolio may not all move in the same direction at the same time, which can help smooth swings in value. The fund is designed to keep a balanced exposure through regular monitoring and rebalancing.
The Diversified Assets Fund is described as suitable for investors looking for real returns with lower risk than an average managed fund. It is designed for people who want diversification across several asset classes rather than concentrated exposure to just one market. The fund name reflects its broad mix, which is intended to balance return potential and risk.
The Diversified Assets Fund is distinctive because it targets equal exposure to equities, property, bonds and commodities rather than relying on one main asset class. It is monitored and rebalanced if any asset class moves significantly outside its guideline exposure, helping keep the portfolio balanced. This structured approach is meant to provide diversification and controlled risk within a single fund.
The Diversified Assets Fund carries currency risk because some of its investments are outside the eurozone. Currency risk means exchange-rate movements can affect the value of those overseas holdings when they are converted back into euros. The fund also aims to keep risk lower than an average managed fund, but its value can still fluctuate.
Zurich Life Diversified Assets
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