Zurich’s Active Asset Allocation Fund

Since the inception of Zurich’s Active Asset Allocation (AAA) Fund, it has grown to over €550 million and produced an annualised return of 6.6%.*

Navigating volatile markets

It was against a turbulent backdrop for financial markets that the Zurich Active Asset Allocation 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 the last decade.

Consistent performance

Now, ten years on, our economy is in a similar position to when the fund first launched, emerging from a volatile year for investment markets, and the fund continues to consistently deliver strong multi-asset returns for your clients.

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 our diversified multi-asset fund, the Active Asset Allocation (AAA) Fund. The asset allocation decisions made for the AAA Fund are replicated proportionately across 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 or visiting the Active Asset Allocation fund page on zurichbroker.ie.

*Source: Zurich Life, October 2020. Performance figures are gross of tax with date ranges from Active Asset Allocation launch 20/10/2010 to 20/10/2020. 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.