fund
zurich life active asset allocation
A multi-asset fund blending equities, bonds and other assets, targeting a moderate-risk profile.
annual charge
—
not published by our data source
risk rating
4/7
sri scale, 1 lowest to 7 highest
1 year return
+14.8%live figure
performance
1 year
3 years, avg / yr
5 years, avg / yr
10 years, avg / yr
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
Multi-Asset
manager
—
sfdr
—
how it compares
Over five years Zurich Life Active Asset Allocation returned +7.5% a year on average — number 2 of 30 funds in the Managed Balanced (<65% Equity) category with a five-year record, where the middle fund returned +5.8% a year. Most funds in this category are rated 3–4/7 for risk.
similar funds, by 5-year return
| # | fund | risk | 1 yr | 3 yr avg | 5 yr avg | 10 yr avg |
|---|---|---|---|---|---|---|
| 1 | Standard Life MyFolio Market IVStandard Life | risk 4/7 | +17.4% | +12.8% | +8.0% | +7.6% |
| 2 | Zurich Life Diversified AssetsZurich Life | risk 4/7 | +19.0% | +11.8% | +7.3% | +6.5% |
| 3 | Mercer Aspire Diversified GrowthMercer Aspire | risk 4/7 | +15.5% | +10.1% | +7.3% | +7.3% |
| 4 | New Ireland Balanced ManagedNew Ireland | risk 5/7 | +13.5% | +11.4% | +7.0% | +6.9% |
| 5 | Zurich Life Prisma 4Zurich Life | risk 4/7 | +12.8% | +11.1% | +6.8% | +7.3% |
| 6 | Mercer Aspire Moderate Growth PortfolioMercer Aspire | risk 4/7 | +16.9% | +10.9% | +6.8% | +7.4% |
next