The Active Asset Allocation Fund

Since the launch of Zurich’s Active Asset Allocation (AAA) Fund, it has grown to over €800 million and produced an annualised return of 7.0%. * The fund invests across the five main asset classes and benefits from flexible asset class ranges. 

Navigating volatile markets

It was against a turbulent backdrop for financial markets that the AAA fund was launched in 2010. Since then, the fund has adapted to the ever-changing market conditions and successfully navigated the highs and lows of markets, including Brexit, the COVID-19 pandemic, and the recent spike in inflation.

Consistent performance

Now, 12 years on, the Irish economy is undergoing a structural change with rising interest rates on the horizon. It has been a volatile year for investment markets, but the AAA fund continues to consistently deliver strong multi-asset returns for investors over the long term. Asset allocation decisions are recorded formally every week, as the Zurich Investment team actively navigate investment markets, and the results of these actions can be seen in the fund’s performance.

Zurich Life Annualised Performance to 01/06/2022

Active Asset Allocation in Action

Zurich Investments actively manage the allocation between the different asset classes using the same proven, active top-down investment process they have been using for over 30 years. The fund aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities, sovereign and corporate bonds, property shares, alternative assets and cash.

Aligned with Zurich’s Prisma Funds

The Prisma Funds aim to deliver risk-targeted versions of the AAA Fund – when asset allocation decisions are made for the AAA Fund, these are replicated proportionately across each of the Prisma Funds.

The Active Asset Allocation Fund and Zurich’s Prisma fund range is available across the Zurich suite of Pensions, Savings and Investment products.

You can find more information by:

• Speaking to your Zurich Broker Consultant
• Downloading our Active Asset Allocation consumer flyer
• Visiting the Active Asset Allocation fund page on zurichbroker.ie.

*Source: Zurich Life, June 2022. Performance figures are gross of tax with date ranges from Active Asset Allocation launch 20/10/2010 to 31/05/2022. Annual management fees apply. The actual returns on policies linked to these funds will depend on the charges on the individual policies that invest and may be different than illustrated here.