In my post #21 above, the decline in this fund was due to the collapse of the share price of a German property firm that is a key component of the index, and not exclusively to general property values. I also had a holding in this fund but as it showed no signs of improvement I switched out to a Eurozone equity fund last year.
Switching out of Long Bond makes sense, see post #21 above, but why are you switching out of Dividend Growth and retaining Active Fixed Income? Active Fixed Income has a performance of -9.63% over 5 years and 3.70% over 10; Dividend Growth has a performance of 50.63% over 5 years and 121.46% over 10. Fund Performance Calculator | Zurich Life. It’s not really prudent to cut your winners.
Personally, I’d stick with Eurozone Equity. You’ve 350k in deposits, presumably earning little, but Eurozone Equity has returned 49.97% over 5 years and 116.96% over 10. Fund Performance Calculator | Zurich Life . You could regard the deposits as a euro-denominated hedge against volatility in Eurozone Equity.
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