25 years ago feels like another era, the time of the collapse of communism and the fall of the Berlin Wall.
Pension clients of a certain vintage may find it hard to believe that was back in November 1989, that Zurich Life (formerly known as Eagle Star Life & Pensions) launched the Balanced, Performance and Dynamic Managed Funds – the multi-asset funds of their era.
Through booms and busts, highs and lows, these three funds have continued to deliver for our ocean.ie clients. In fact, since its launch on 1 November 1989, the Balanced Fund has delivered a cumulative return of 1233%* compared to the sector average of only 773%*!
And with the fund beating the sector average in 19 out of 25 years* it is evident that the in-house investment team have the right formula.
This graphs below provide a good snapshot of their multi-asset expertise;
25 YEARS OF MULTI-ASSET EXPERTISE (1989-2014)
Balanced, Performance and Dynamic Funds over 25 years
HOW THE FUNDS COMPARED WITH PEER GROUP
Their multi-asset expertise continues today – whether it’s the ongoing management of the managed funds or today’s era defining funds, their Active Asset Allocation Fund or the risk rated Pathway Funds.
Times may change but clients still want diversified investment solutions provided by good active managers. With Zurich, that’s what they get!
*Source: MoneyMate, November 2014. Figures quoted (01/11/89 to 31/10/14) are gross of annual management charges. Returns are based on offer to offer performance and do not represent the return achieved by individual policies linked to the fund. Sector average used is the MoneyMate Managed Aggressive.
Just talk to your Ocean.ie Finance Consultant at 01-8693400 OR just leave your contact details and we will get back to you directly.