Zurich Life Dynamic G
€6123.7000
+0.81% today€2.15B
1 Nov 1989
15 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
The Dynamic Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified global portfolio of quality equities and equity-based financial instruments. It may also include from time to time some bonds issued by governments, supranational bodies, other investment grade corporate and nonsovereign bonds and/or bond-based financial instruments. This fund invests some of its assets outside the eurozon e 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: 56.90%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
Fund strategy
This is an aggressively managed fund with a high equity content that aims to achieve long-term capital growth and income through investment in a well-diversified global portfolio of quality equities and equity-based financial instruments. It may also include from time to time some bonds issued by governments; supranational bodies and other investment grade corporate and non-sovereign bonds/or bond based financial instruments. In terms of currency the fund is managed from the point of view of a Eurozone investor.
Comments
Fund is open to new business and top-up to existing business for individuals, Directors, Employees and A.V.C.'s.
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
Apple Inc
Microsoft Corp.
Alphabet Inc formerly Google Inc
Amazon.com Inc
Meta Platforms Inc
Berkshire Hathaway Inc - Class B
UnitedHealth Group Inc
Johnson & Johnson
Visa Inc
Mastercard Inc
Asset Split
- Health Care
- Information Technology
- Energy
- Utilities
- Materials
- Consumer Discretionary
- Consumer Staples
- Financials
- Industrials
- Real Estate
- 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 50% |
1 Week | +1.79% | Top 25% |
1 Month | +4.51% | Top 25% |
QTD | +11.16% | Top 25% |
3 Month | +6.93% | Top 25% |
6 Month | +9.95% | Top 50% |
9 Month | +14.94% | Top 50% |
YTD | +8.94% | Top 25% |
1 Year | +19.04% | Top 25% |
2 Year | +25.62% | Top 50% |
3 Year | +58.77% | Top 25% |
4 Year | +62.42% | Top 25% |
5 Year | +63.06% | Top 25% |
6 Year | +110.01% | Top 25% |
7 Year | +121.34% | Top 25% |
8 Year | +132.44% | Top 25% |
9 Year | +151.26% | Top 25% |
10 Year | +197.35% | Top 25% |
15 Year | +378.12% | Top 25% |
20 Year | +379.76% | Top 25% |
Launch | +4.72K% | Top 25% |
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 Dynamic G.
Over the past year, Zurich Life Dynamic G has returned +19.04%, 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 Dynamic Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified global portfolio of quality equities and equity-based financial instruments. It may also include from time to time some bonds issued by governments, supranational bodies, other investment grade corporate and nonsovereign bonds and/or bond-based financial instruments. This fund invests some of its assets outside the eurozon e 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 Information Technology at 29.0%.
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 Dynamic G
Managed Aggressive (>65% Equity)
€ 2.15 Billion