Zurich Life Diversified Assets
€237.2000
-1.00% today€11.00M
17 Oct 2007
18 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
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
Fund chart
3 Year Performance: 39.40%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Telephone
+353 1 283 1301
Fax
+353 1 799 2890
customerservices@eaglestarlife.ie
Website
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 | -0.38% | Top 100% |
1 Month | +1.85% | Top 50% |
QTD | +4.72% | Top 75% |
3 Month | +5.99% | Top 25% |
6 Month | +12.79% | Top 25% |
9 Month | +17.19% | Top 25% |
YTD | +10.63% | Top 25% |
1 Year | +19.02% | Top 25% |
2 Year | +23.80% | Top 25% |
3 Year | +39.78% | Top 25% |
4 Year | +27.46% | Top 75% |
5 Year | +42.38% | Top 25% |
6 Year | +66.11% | Top 25% |
7 Year | +57.71% | Top 50% |
8 Year | +63.47% | Top 25% |
9 Year | +73.65% | Top 25% |
10 Year | +87.81% | Top 50% |
15 Year | +140.81% | Top 75% |
Launch | +137.20% | Top 50% |
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 Diversified Assets.
Over the past year, Zurich Life Diversified Assets has returned +19.02%, placing it in the top quartile (top 25%) 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 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
Zurich Life Diversified Assets
Managed Balanced (<65% Equity)
€ 11.00 Million