LAAA
Life Dynamic Fund
The Life Dynamic Fund is an aggressively managed fund with a high equity content which aims to achieve above average long-term capital growth through investment in a global portfolio of quality growth stocks. It also includes from time to time, some government and high quality corporate fixed income securities.
Main features
- Indicative equity range: 70% - 95% of the value of the fund.
- Actively managed fund with investments in equities, bonds and cash.
- Aims for competitive growth over the long term from a fund with high equity content
- Risk rating: 5
Current Fund Price* (as at 10/05/2024)
Price
39.750
41.842
Annualised Performance (%)*
*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.
Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.
The fund price/performance shown is for the Pension / Gross of Tax Funds category.
*Source: Zurich Life
**Note: Asset Splits are updated quarterly.
Why Zurich?
Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €39.6 billion*. The most senior members of the investment team have been together for more than fifteen years. It is the close co-operation of our fund managers in making investment decisions across assets, sectors and markets that differentiates us from other fund managers. We have an integrated team-based investment process which ensures that we implement our investment strategy quickly and effectively. We are active investment managers with a macro-economic approach, which is top-down and asset allocation driven. We construct our portfolios to allow us to take advantage of opportunities over all parts of the economic cycle. Zurich has an excellent reputation for investment performance and customer service.
*Source: Zurich, September 2024.