Zurich Products and Fund Performance
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Zurich Fund Performance
Note: The returns listed below are gross of charges. The actual return on your account will be lower by the annual management charge (AMC) of your specific PRSA product. Use our fee comparison tool to see how charges could impact your retirement savings.
| Fund | Category | 2025 | 2024 | 2023 | 3y 2023–25 | 5y 2021–25 |
|---|---|---|---|---|---|---|
| Active Asset Allocation | Multi-Asset | 6.1% | 14.8% | 13.3% | 38% | 46% |
| Prisma Low | Multi-Asset | 2.4% | 4.8% | 5.7% | 13% | – |
| Prisma 2 | Multi-Asset | 2.6% | 5.5% | 5.9% | 15% | 12% |
| Prisma 3 | Multi-Asset | 3.9% | 9.1% | 9.0% | 24% | 23% |
| Prisma 4 | Multi-Asset | 5.6% | 15.2% | 13.7% | 38% | 42% |
| Prisma 5 | Multi-Asset | 8.1% | 23.2% | 18.4% | 58% | 66% |
| Prisma Max | Multi-Asset | 7.0% | 26.4% | 21.3% | 64% | 69% |
| SuperCAPP (Closed to New Business) | Multi-Asset | 2.4% | 1.9% | 0.8% | 5% | 5% |
| Cautiously Managed | Multi-Asset | 2.4% | 11.1% | 13.3% | 29% | 28% |
| Balanced | Multi-Asset | 4.2% | 18.4% | 16.6% | 44% | 43% |
| Performance | Multi-Asset | 5.0% | 22.7% | 19.2% | 54% | 58% |
| Dynamic | Multi-Asset | 5.2% | 25.4% | 20.8% | 59% | 65% |
| Cash | Fixed Income | 2.3% | 3.7% | 3.1% | 9% | 8% |
| Fixed Term (Series 1) | Fixed Income | 2.6% | 4.0% | – | – | – |
| Fixed Term (Series 2) | Fixed Income | 2.8% | 4.4% | – | – | – |
| Fixed Term (Series 3) | Fixed Income | 2.9% | 6.5% | – | – | – |
| Fixed Term (Series 4) | Fixed Income | – | – | – | – | – |
| Short Duration Corporate Bond | Fixed Income | 3.4% | 4.7% | 4.7% | 13% | 8% |
| Medium Duration Corporate Bond | Fixed Income | 3.3% | 4.7% | 8.8% | 18% | -1% |
| Active Fixed Income | Fixed Income | -0.8% | -0.5% | 7.1% | 6% | -12% |
| Long Bond | Fixed Income | -3.6% | -2.3% | 8.0% | 2% | -28% |
| 5 Star 5 Global | Equities | 7.2% | 33.1% | 22.1% | 74% | 85% |
| International Equity | Equities | 6.6% | 28.9% | 22.6% | 68% | 74% |
| 5 Star 5 Europe | Equities | 18.6% | 10.9% | 18.6% | 56% | 75% |
| Eurozone Equity | Equities | 25.9% | 10.8% | 20.4% | 68% | 82% |
| 5 Star 5 Americas | Equities | 2.4% | 37.9% | 28.2% | 81% | 88% |
| 5 Star 5 Asia Pacific | Equities | 10.2% | 16.8% | 8.8% | 40% | 51% |
| Asia Pacific Equity | Equities | 9.8% | 15.2% | – | – | – |
| Dividend Growth | Equities | 7.3% | 15.9% | 11.5% | 39% | 82% |
| Indexed Emerging Markets Equity (BlackRock) | Equities | 17.7% | 18.4% | 2.3% | 43% | 28% |
| Indexed TopTech 100* | Equities | 7.1% | 34.9% | 49.3% | 116% | 115% |
| Gold | Commodities | 48.2% | 33.7% | 10.0% | 118% | 140% |
| Global Short-term Investment Grade Fixed Income (Dimensional) | Equities | 2.9% | 3.8% | 3.3% | 10% | 1% |
| Euro Inflation Linked Int Duration Fixed Income (Dimensional) | Equities | 0.4% | -2.9% | 5.8% | 3% | 0% |
| World Equity (Dimensional) | Equities | 7.2% | 19.4% | 12.7% | 44% | 72% |
| Global Short Fixed Income (Dimensional) | Equities | 2.0% | 3.7% | 2.6% | 9% | -3% |
| World Allocation 20/80 (Dimensional) | Equities | 3.5% | 6.8% | 4.8% | 16% | 13% |
| World Allocation 40/60 (Dimensional) | Equities | 4.7% | 10.0% | 6.9% | 23% | 26% |
| World Allocation 60/40 (Dimensional) | Equities | 5.6% | 12.8% | 9.0% | 30% | 38% |
| World Allocation 80/20 (Dimensional) | Equities | 6.7% | 15.9% | 11.1% | 37% | 53% |
| Global Small Companies (Dimensional) | Equities | 3.5% | 14.3% | 11.9% | 32% | 53% |
| Global Core Equity Lower Carbon ESG Screened (Dimensional) | Equities | 5.7% | 24.1% | 17.0% | 53% | 77% |
| Global Value (Dimensional) | Equities | 11.3% | 17.7% | 10.6% | 45% | 94% |