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fund

zurich life 5 star 5 americas

Equityrisk 5/7amc —

An equity fund investing predominantly in shares, carrying a medium-high-risk profile.

annual charge

—

not published by our data source

risk rating

5/7

sri scale, 1 lowest to 7 highest

1 year return

+25.2%

live figure

performance

1 year

+25.2%

3 years, avg / yr

+21.3%

5 years, avg / yr

+13.9%

10 years, avg / yr

+15.6%

1yr/3yr/5yr/10yr sourced from the national pension helpline fund explorer — see how it works. fund data last updated 9 Nov 2026, 06:01 utc.

provider

Zurich Life

asset class

Equity

manager

—

sfdr

—

how it compares

Over five years Zurich Life 5 Star 5 Americas returned +13.9% a year on average — number 3 of 10 funds in the Equity North America category with a five-year record, where the middle fund returned +13.3% a year. Most funds in this category are rated 5–6/7 for risk.

similar funds, by 5-year return

Funds similar to Zurich Life 5 Star 5 Americas
#fundrisk1 yr3 yr avg5 yr avg10 yr avg
1New Ireland Technology Indexed FundNew Irelandrisk 6/7+37.1%+25.2%+20.7%+21.7%
2Royal London BlackRock US Equity Index FundRoyal Londonrisk 6/7+20.8%+18.7%+14.6%—
3Irish Life Indexed North American EquityIrish Liferisk 6/7+20.3%+18.5%+13.7%+14.0%
4New Ireland North American Equity IndexedNew Irelandrisk 4/7+18.9%+18.8%+13.3%+13.6%
5Irish Life Indexed USIrish Liferisk 6/7+18.8%+17.8%+13.2%+13.6%
6Standard Life North American EquityStandard Liferisk 5/7+17.4%+15.8%+10.7%+12.0%

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