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Popular Funds

Zurich Life Property Fund

Property

Last Updated

May 11, 2026


Status

Open


Fund Size

unavailable


Start Date

April 7, 2018

€ 929.30

Offer (May 11, 2026)

+0.10%

€ 920.40

€ 941.80

52 Week Low/High

Fund Graph

3Y

-2.10%

Details

Fund objective

The Property Fund is a unit-linked fund that gives access to property and property related investments. The fund primarily invests in a commercial property trust, which currently invests in offices, retail, industrial and mixed use assets in Ireland, the UK and Europe (investment in any part of the world is permitted). The fund will also invest in property related securities and cash instruments. The fund may hold a significant proportion of assets in cash while seeking suitable investment opportunities. State Street Global Advisors Ireland Limited manage the commercial property trust in which the fund invests. Withdrawals and switches out of this fund can be deferred. If you invest in this fund there may be extended periods when you do not have any access to your money. For an Approved Retirement Fund (ARF) policy, periods with no access to your money may be of particular importance if you are relying on the Property Fund to provi de income in retirement. Tax implications may also apply as you will be taxed on income from an ARF even if you do not draw it down.

Pricing Frequency

Daily


Top 10 holdings date

0


Exclude From Ratings

1


Exclusion Reason

Property

0

0

0

0

0

0

0

0

0

0

Performance Over Time

Overview

Period

Value

Quartile


1 Day

0.00%

Top 100%


1 Week

-0.18%

Top 100%


1 Month

-0.18%

Top 100%


QTD

+0.53%

Top 75%


3 Month

0.02%

Top 75%


6 Month

-0.75%

Top 100%


9 Month

-1.15%

Top 100%


YTD

-0.66%

Top 100%


1 Year

-0.79%

Top 100%


2 Year

0.48%

Top 100%


3 Year

-2.15%

Top 75%


4 Year

-10.60%

Top 75%


5 Year

-8.86%

Top 75%


6 Year

-11.43%

Top 100%


7 Year

-15.66%

Top 75%


8 Year

-11.93%

Top 75%


Launch

-10.93%

Top 100%

Chart View

Risk

Details

Risk in the table below refers to the fund’s volatility. The standard deviation shows how much the fund’s returns fluctuate. Higher SD values mean more ups and downs. The Sharpe ratio tells us how much return the fund delivers for each unit of risk taken. Ideally, we want to see a positive Sharpe ratio, indicating we're being rewarded for the risk. Whether a low or high standard deviation is preferable depends on your investment horizon and risk tolerance, younger investors may be more comfortable with higher volatility in pursuit of higher returns.

Zurich Life Logo

Zurich Life Property Fund

Property

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