Zurich managed funds

Zurich Managed Funds

We have been helping investors reach their goals since 1988. Choose from 5 risk-profiled funds invested in by thousands of customers over the last 30 years.

If you want a low-maintenance investment portfolio that takes care of itself, our ready-made Zurich Managed funds are designed for you.

You just need to ask yourself three questions.
1. What do I want to achieve?
2. What level of risk am I comfortable with?
3. How long do I want to invest for?

Once you have answered these questions, it will help decide the fund that’s right for you.

You can choose from five risk-profiled multi-asset funds ranging from Defensive to Adventurous and each fund offers a different mix of equities and bonds.

Your Risk Appetite

To understand your appetite for risk, use our:

Why choose Zurich Managed funds:

Broad diversification

Diversify risk among different asset classes within your investment portfolio to create a more balanced portfolio.

Regular rebalancing

Adapt your portfolio to your changing needs and different market conditions to meet your investment goals.

Low maintenance

Provides exposure to a well-balanced mix of equity and bond investments.

Suitable for a variety of customers

With access to a wide range of funds, you can invest in a portfolio that matches the amount of risk and reward you are willing to take.

How to choose your Zurich Managed fund

Before you invest, you need to think about your investment goal, how long you want to invest for and how much risk you're willing to take.

Long term or short term?

Investing to pay for your 6 year-old child's future university education, or saving for retirement is a longer-term goal than say, investing to pay for a wedding.

Even if you're not sure and you're investing for a rainy day, some idea of when you'll need your money back will help guide you towards the right Zurich Managed fund.

Fund name About Annual Charge Asset allocation
Zurich Defensive Fund Lowest-risk, lowest-potential return fund in the range 1.50%
Zurich Cautious Fund Second-most cautious fund in the range 1.50% 60%-40%
Zurich Blue Chip Fund Middle of the range in terms of balancing risk and return 1.50% 40%-60%
Zurich Performance Fund Second-highest risk and potential return 1.50% 20%-80%
Zurich Adventurous Fund Highest risk and potential return 1.50% 100%

Things you need to know before you invest

These funds invest in equities and bonds. Prices can rise and fall, so you might not get back what you invested.

The funds invest in overseas markets, so changes in exchange rates can affect the value of your investment.

The funds invest in emerging markets, which can involve higher risk of loss than investments in developed markets.

Please make sure you read the fund fact sheet before you invest. If you're not sure about the suitability of any investment, you should speak to an authorised financial professional.