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Zurich Life Eurozone Equity G

Unit price

€1008.9000

-1.87% today
Fund size

€118.00M

Start date

1 Apr 2003

Last updated

18 May 2026

Fund objective

What this fund aims to achieve and how it is classified.

The Eurozone Equity Fund is an actively managed fund which aims to achieve growth through capital gains and income from a welldiversified portfolio of eurozone equities and equity-based financial instruments. For tactical reasons, the fund may also invest in cash or cash equivalents. This fund is managed by Zurich Life.

Fund chart

Equity Eurozone

3 Year Performance: 47.70%

3 Year

Fund details

Key information from the provider including fund specifics, charges, and asset allocation.

Fund strategy

The fund managers will manage the fund with the constraint of no individual stock holding representing more than 5% above its weighting in the FTSE Eurobloc Index and any individual stock's weighting capped at 10% of the total fund. In terms of currency the fund is managed from the point of view of a eurozone investor. This fund is managed by Eagle Star.

Management company

Eagle Star Life Assurance Company of Ireland Limited


Pricing Frequency

Daily


Open for business

Yes


Date information updated

05/12/2007


Top 10 holdings date

31/03/2022


Fund start date

01/04/2003


Fund Management Group Name

Eagle Star


Asset Breakdown Date

31/03/2022


Exclude From Ratings

1


Exclusion Reason

Eagle Star / Zurich exception


Rating Star

3


Rating ESMA Profile

5


Rating Period

01/01/2026


Managed Type

Active

Head office address

Eagle Star House, Frascati Road, Blackrock, Co. Dublin


Telephone

+353 1 283 1301


Fax

+353 1 799 2890


E-mail

customerservices@eaglestarlife.ie


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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.

PeriodReturnQuartile rank

1 Day

0.00%

Top 100%

1 Week

-1.34%

Top 100%

1 Month

-2.47%

Top 100%

QTD

+6.55%

Top 50%

3 Month

-2.74%

Top 75%

6 Month

+7.73%

Top 75%

9 Month

+10.41%

Top 50%

YTD

+2.54%

Top 75%

1 Year

+12.95%

Top 25%

2 Year

+26.05%

Top 25%

3 Year

+48.56%

Top 25%

4 Year

+71.17%

Top 25%

5 Year

+60.42%

Top 25%

6 Year

+133.00%

Top 25%

7 Year

+112.27%

Top 25%

8 Year

+104.69%

Top 25%

9 Year

+119.66%

Top 25%

10 Year

+174.75%

Top 25%

15 Year

+286.85%

Top 25%

20 Year

+357.97%

Top 25%

Launch

+908.90%

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 Eurozone Equity G.

Over the past year, Zurich Life Eurozone Equity G has returned +12.95%, 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 Eurozone Equity Fund is an actively managed fund which aims to achieve growth through capital gains and income from a welldiversified portfolio of eurozone equities and equity-based financial instruments. For tactical reasons, the fund may also invest in cash or cash equivalents. This fund is managed by Zurich Life. The fund's largest allocation is to Information Technology at 15.0%.

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 Logo

Zurich Life Eurozone Equity G

Equity Eurozone

€ 118.00 Million

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