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zurich life dimensional world allocation 80/20

Multi-Assetrisk 3/7amc —

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

3/7

sri scale, 1 lowest to 7 highest

1 year return

+17.1%

live figure

performance

1 year

+17.1%

3 years, avg / yr

+12.8%

5 years, avg / yr

+8.4%

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 Dimensional World Allocation 80/20 returned +8.4% a year on average — number 16 of 32 funds in the Managed Aggressive (>65% Equity) category with a five-year record, where the middle fund returned +8.3% a year. Most funds in this category are rated 4–5/7 for risk.

similar funds, by 5-year return

Funds similar to Zurich Life Dimensional World Allocation 80/20
#fundrisk1 yr3 yr avg5 yr avg10 yr avg
1Zurich Life Prisma MaxZurich Liferisk 5/7+20.3%+17.2%+10.8%+11.9%
2Zurich Life Prisma 5Zurich Liferisk 5/7+20.9%+16.5%+10.4%+10.9%
3Zurich Life DynamicZurich Liferisk 5/7+17.8%+15.7%+10.2%+11.3%
4Bank of Ireland Life Managed OpportunityBOI Liferisk 6/7+18.0%+14.3%+9.7%+8.9%
5Aviva Cantor Fitzgerald Multi-Asset 70 FundAvivarisk 5/7+13.9%+16.5%+9.5%+9.4%
6Standard Life MyFolio Market VStandard Liferisk 5/7+19.5%+14.4%+9.4%+8.9%

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