fund
zurich life dimensional world equity
An equity fund investing predominantly in shares, carrying 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
+21.1%live figure
performance
1 year
3 years, avg / yr
5 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
Equity
manager
—
sfdr
—
how it compares
Over five years Zurich Life Dimensional World Equity returned +10.7% a year on average — number 18 of 41 funds in the Equity Global category with a five-year record, where the middle fund returned +10.0% a year. Most funds in this category are rated 5–6/7 for risk.
similar funds, by 5-year return
| # | fund | risk | 1 yr | 3 yr avg | 5 yr avg | 10 yr avg |
|---|---|---|---|---|---|---|
| 1 | Royal London BlackRock Developed World Equity Index FundRoyal London | risk 6/7 | +19.9% | +17.4% | +12.8% | — |
| 2 | Irish Life Indexed Ethical Global EquityIrish Life | risk 6/7 | +19.5% | +17.3% | +12.7% | +12.1% |
| 3 | Zurich Life Dimensional Global ValueZurich Life | risk 4/7 | +26.1% | +16.8% | +12.7% | — |
| 4 | Mercer Aspire Passive Global Equity UnhedgedMercer Aspire | risk 5/7 | +21.6% | +17.4% | +12.6% | +12.4% |
| 5 | Zurich Life Indexed Global Equity (BlackRock)Zurich Life | risk 5/7 | +19.9% | +16.9% | +12.4% | +12.3% |
| 6 | Zurich Life 5 Star 5 GlobalZurich Life | risk 5/7 | +23.2% | +19.4% | +12.4% | +13.5% |
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