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Risk Profile Funds

Investing made easy

Zurich gives you access to a range of pre-defined funds, managed by some of the world’s largest and well respected investment managers.

Each fund has a different mix of investments to align with a range of investor profiles, from low-risk lower return funds through to the high-risk higher return funds. The funds are available in three currencies: US dollar, Euro and Sterling.


There are two types of fund portfolios to choose from

  • Risk-Profile Funds
  • Managed Funds

Managed by Vanguard Asset Management, one of the world’s largest and most well-respected investment managers, the Zurich Risk Profile funds offer a range of low-cost profiles using index funds, designed to meet individual objectives.

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Global

Maintains exposure across all key regions to achieve a global strategic asset allocation

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Diversification

Achieve a true broad diversification through different asset class selection

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Cost

The cost advantages of passive indexing

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Rebalancing

Automatic rebalancing and transparency, which together carefully balances risk, return and cost

Find out more about Zurich Risk Profile Funds and Vanguard

Managed for more than 30 years by Columbia Threadneedle Asset Management, the Zurich Managed Funds are global funds, with a higher bias towards your chosen fund currency. Whilst the main asset classes are equities and fixed income, an active approach to asset allocation allows the Fund Manager to dynamically adjust these allocations within a controlled framework set by Zurich.

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Choice

The funds offer five levels of risk which can be used in various combinations to suit the investor’s risk profile

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Active management

The funds are actively managed with a disciplined approach at both asset allocation and security level

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Diversified sources of return

The funds look to take advantage of three sources of return; asset allocation, investment themes and stock selection

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Heritage

A proven track record, with extensive experience of managing asset allocation mandates

Find out more about Zurich Managed Funds and CTI


Knowledge Centre

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 Become a smart investor 


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Understand how funds work


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How to choose a fund