Zurich Life Dividend Growth G
€428.7000
-0.97% today€237.00M
1 Jul 2005
18 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
The Dividend Growth Fund is an actively managed fund which aims to achieve growth through capital gains and income, from participation in a managed portfolio of equities, the dividend yields of which tend to be higher than their markets' dividend yield and, in addition, have the capacity to further increase dividends. The fund, which will be well diversified, will seek to invest in high calibre equities. It will seek to avoid companies where the divid end payments are deemed to be unsustainable. Dividends received by the fund are reinvested in the fund. For tactical reasons the fund may also invest in cash or cash equivalents. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. As the fund is managed from the point of view of a euro investor any currency hedging that may be conducted will be into euros. This fund is managed by Zurich Life.
Fund chart
3 Year Performance: 35.60%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Fund strategy
The fund invests in international equities, the dividend yields of which tend to be higher than their markets' dividend yield and, in addition, have the capacity to further increase dividends. The fund, which will be well diversified, will seek to invest in high calibre equities. It will seek to avoid companies where the dividend payments are deemed to be unsustainable.
Head office address
Eagle Star House, Frascati Road, Blackrock, Co. Dublin
Telephone
+353 1 283 1301
Fax
+353 1 799 2890
customerservices@eaglestarlife.ie
Website
Days
0
Microsoft Corp.
Broadcom Inc
UnitedHealth Group Inc
Johnson & Johnson
CVS Health Corporation
Accenture PLC
Cisco systems INC
Amgen Inc
Bristol Myers Squibb Company
Texas Instruments Inc
Asset Split
- Health Care
- Information Technology
- Energy
- Materials
- Consumer Discretionary
- Consumer Staples
- Financials
- Industrials
- Telecommunications
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 100% |
1 Week | 0.28% | Top 75% |
1 Month | -0.88% | Top 100% |
QTD | +1.76% | Top 100% |
3 Month | -3.07% | Top 100% |
6 Month | +7.90% | Top 75% |
9 Month | +11.55% | Top 75% |
YTD | +4.87% | Top 75% |
1 Year | +12.14% | Top 100% |
2 Year | +16.59% | Top 100% |
3 Year | +35.28% | Top 75% |
4 Year | +41.63% | Top 75% |
5 Year | +55.05% | Top 75% |
6 Year | +112.12% | Top 50% |
7 Year | +76.86% | Top 75% |
8 Year | +75.34% | Top 100% |
9 Year | +83.05% | Top 100% |
10 Year | +121.66% | Top 75% |
15 Year | +277.38% | Top 75% |
20 Year | +252.26% | Top 75% |
Launch | +328.70% | 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 Dividend Growth G.
Over the past year, Zurich Life Dividend Growth G has returned +12.14%, placing it in the bottom quartile 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 Dividend Growth Fund is an actively managed fund which aims to achieve growth through capital gains and income, from participation in a managed portfolio of equities, the dividend yields of which tend to be higher than their markets' dividend yield and, in addition, have the capacity to further increase dividends. The fund, which will be well diversified, will seek to invest in high calibre equities. It will seek to avoid companies where the divid end payments are deemed to be unsustainable. Dividends received by the fund are reinvested in the fund. For tactical reasons the fund may also invest in cash or cash equivalents. This fund invests some of its assets outside the eurozone so a currency risk arises for a euro investor. As the fund is managed from the point of view of a euro investor any currency hedging that may be conducted will be into euros. This fund is managed by Zurich Life. The fund's largest allocation is to Health Care at 22.0%.
Your personal appetite for risk should guide fund selection. A regulated pension advisor can help you identify a fund aligned with your risk profile and retirement timeline.
Zurich Life Dividend Growth G
Equity Global
€ 237.00 Million