Zurich Life Dividend Growth
Equity Global
Indicative equity range: 80% - 100% of the value of the fund 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 dividend 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 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.
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428.70
EUR
+107.34 (+33.40%) past 3 year
as of 18 May 2026Health Care
22.0%
Information Technology
20.0%
Industrials
16.0%
Materials
10.0%
Consumer Staples
8.0%
Financials
8.0%
Consumer Discretionary
7.0%
Telecommunications
7.0%
Energy
2.0%
Microsoft
Broadcom
UnitedHealth Group
Johnson & Johnson
CVS Health
Accenture
Cisco systems
Amgen
Bristol Myers Squibb Company
Texas Instruments
Frequently asked questions
Common questions about Zurich Life Dividend Growth.
The Dividend Growth Fund mainly invests in a diversified portfolio of equities, with an indicative equity range of 80% to 100% of the fund. It also may hold cash or cash equivalents for tactical reasons. The fund focuses on high-calibre companies whose dividend yields tend to be higher than their markets’ average and that may still have room to increase dividends.
The Dividend Growth Fund is actively managed by Zurich Life and looks for companies with sustainable dividends and the capacity to raise them further. It seeks to avoid companies where dividend payments are judged to be unsustainable. In practice, that means the fund is aiming for a mix of income and growth rather than simply the highest current yield.
No. The Dividend Growth Fund invests across regions, including North American, Eurozone, UK, European, Asia Pacific ex Japan, Japanese and South American equities. Because some assets are held outside the eurozone, a euro investor faces currency risk, which means exchange-rate movements can affect returns when foreign currencies rise or fall against the euro.
The Dividend Growth Fund has a risk rating of 5 and its key identified risk is currency risk. It also invests mainly in equities, so its value can rise and fall with stock markets. Currency risk means returns for a euro investor can be affected by changes in exchange rates on the fund’s non-euro holdings.
The Dividend Growth Fund is diversified across sectors including Communications, Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials and Utilities. Its top holdings include names such as Applied Materials, Cisco Systems, Johnson & Johnson, Verizon, Union Pacific and Amgen. This mix suggests the fund is spreading its dividend-growth approach across a broad range of industries rather than concentrating in one area.
Zurich Life Dividend Growth
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