fund
zurich life cautiously managed
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
+6.6%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 Cautiously Managed returned +4.4% a year on average — number 4 of 33 funds in the Managed Defensive (<35% Equity) category with a five-year record, where the middle fund returned +2.4% a year. Most funds in this category are rated 2–4/7 for risk.
similar funds, by 5-year return
| # | fund | risk | 1 yr | 3 yr avg | 5 yr avg | 10 yr avg |
|---|---|---|---|---|---|---|
| 1 | Irish Life Amundi Global Ecology ESGIrish Life | risk 4/7 | +5.9% | +12.5% | +8.0% | — |
| 2 | Irish Life Amundi European Equity ConservativeIrish Life | risk 3/7 | +4.1% | +7.2% | +5.9% | — |
| 3 | Irish Life Diverse AssetsIrish Life | risk 4/7 | +13.3% | +7.8% | +5.5% | +4.7% |
| 4 | Mercer Aspire Cautious Growth PortfolioMercer Aspire | risk 4/7 | +10.3% | +7.6% | +4.4% | +4.7% |
| 5 | Irish Life Multi-Asset Portfolio 3Irish Life | risk 3/7 | +8.8% | +8.1% | +4.4% | +4.2% |
| 6 | Mercer Aspire Retirement Fund (ARF)Mercer Aspire | risk 3/7 | +8.2% | +6.5% | +3.8% | +3.8% |
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