Zurich Life Indexed Global Equity (BlackRock)
€541.5000
+0.82% today€216.00M
10 Mar 2011
12 May 2026
Fund objective
What this fund aims to achieve and how it is classified.
The Indexed Global Equity Fund (BlackRock) is a unit-linked fund that gives you the opportunity to participate in the performance of companies in the developed world. The fund seeks to provide a total return, taking into account both capital and income returns. The fund currently invests in the iShares Developed World Index Fund managed by BlackRock. The iShares Fund is passively managed and aims to track an index, but may not track it exactly. This f und invests some of its assets outside the eurozone so a currency risk arises for a euro investor.
Fund chart
3 Year Performance: 61.30%
3 Year
Fund details
Key information from the provider including fund specifics, charges, and asset allocation.
APPLE INC
MICROSOFT CORP
AMAZON COM INC
ALPHABET INC CLASS A
ALPHABET INC CLASS C
TESLA INC
NVIDIA CORP
META PLATFORMS INC CLASS A
UNITEDHEALTH GROUP INC
JOHNSON & JOHNSON
Asset Split
- Health Care
- Information Technology
- Energy
- Utilities
- Materials
- Consumer Discretionary
- Consumer Staples
- Financials
- Industrials
- Real Estate
- Communication
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 | 0.00% | Top 100% |
1 Month | +4.32% | Top 25% |
QTD | +9.44% | Top 50% |
3 Month | +6.01% | Top 50% |
6 Month | +12.13% | Top 25% |
9 Month | +15.53% | Top 50% |
YTD | +7.16% | Top 75% |
1 Year | +19.93% | Top 50% |
2 Year | +29.83% | Top 25% |
3 Year | +59.92% | Top 25% |
4 Year | +69.91% | Top 25% |
5 Year | +79.54% | Top 25% |
6 Year | +130.13% | Top 25% |
7 Year | +134.62% | Top 25% |
8 Year | +149.65% | Top 25% |
9 Year | +171.16% | Top 25% |
10 Year | +219.85% | Top 25% |
15 Year | +441.50% | Top 25% |
Launch | +441.50% | 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 Indexed Global Equity (BlackRock).
Over the past year, Zurich Life Indexed Global Equity (BlackRock) has returned +19.93%, placing it in the second quartile (top 50%) 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 Indexed Global Equity Fund (BlackRock) is a unit-linked fund that gives you the opportunity to participate in the performance of companies in the developed world. The fund seeks to provide a total return, taking into account both capital and income returns. The fund currently invests in the iShares Developed World Index Fund managed by BlackRock. The iShares Fund is passively managed and aims to track an index, but may not track it exactly. This f und invests some of its assets outside the eurozone so a currency risk arises for a euro investor. The fund's largest allocation is to Information Technology 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 Indexed Global Equity (BlackRock)
Equity Global
€ 216.00 Million