The Zurich Investments Global Growth Share Fund is an international share fund for long-term investors who want to capitalise on the unique opportunities presented by companies with sustainable earnings acceleration. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Active management of the tactical positions around this, using a combination of top-down and bottom-up inputs, can also provide the opportunity to enhance returns. Robust Choice of Investment Funds . An actively managed fund investing in a diversified portfolio of bonds, equities and cash. ft. home is a 3 bed, 2.0 bath property. For over 30 years we've been one of Ireland's most successful life insurance companies, and are committed to the provision of excellent customer service. Absolute Return / Diversified Assets Funds, Indexed Eurozone Government Bond (BlackRock), Emerging Markets Opportunities (JP Morgan), Indexed Emerging Market Equity Fund (BlackRock), Global Short-term Investment Grade Fixed Income (Dimensional), Euro Inflation Linked Int Duration Fixed Income (Dimensional), Global Small Companies Fund(Dimensional). 12022 Morningstar, Inc. All rights reserved. We have a wide range of funds to suit your investment needs. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. We're part of the Zurich Insurance Group which is internationally rated AA/stable for Financial Strength, by Standard & Poor's, giving you peace of mind. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. The company's shares closed yesterday at $481 . The Balanced Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities and equity-based financial instruments. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, Hedged Concentrated Global Growth Share Fund, Zurich Investments Managed Growth Fund (APIR ZUR0059AU, ARSN 39 698 471 894), Zurich Investments Australian Property Securities Fund (APIR ZUR0064AU, ARSN 23 387 281 724), Zurich Investments Global Thematic Share Fund (APIR ZUR0061AU, ARSN 55 793 374 234), Zurich Investments Unhedged Global Thematic Share Fund (APIR ZUR0518AU, ARSN 14 616 405 994), Zurich Investments Concentrated Global Growth Fund (APRI ZUR0617AU, ARSN 607 947 937), Zurich Investments Hedged Global Growth Share Scheme (APIR ZUR0621AU, ARSN 641 121 360)), Both application and monies must be received by 3pm Sydney time on 30 December 2022. Past performance is no guarantee of future results. At Zurich Investments, weve been partneringwith leadingfund managers around the worldfor over 40 years.Through these partnerships,advisers and investorsgainexclusive access to specialist managers recognised asexperts in their fields., We believe that successful investingcomesfromunderstandingthe factors that influence returns for different investments in different markets.Thats why ourmanaged funds cover a range of asset classes and are suitable for a variety of investment objectives.And because ourfunds areindependentlyrated byAustralias leading investment research firms,you knowyourein safe hands.. The Dynamic Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified global portfolio of quality equities and equity-based financial instruments. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Managed for more than 30 years by Columbia Threadneedle Asset Management, the Zurich Managed Funds are global funds, with a higher bias towards your chosen fund currency. Share price information may be rounded up/down and therefore not entirely accurate. The funds aim is to produce above-market returns with lower-than-market risk. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. A Managed Investment Trust that makes a "fund payment" to an Australian resident intermediary must provide a "Notice" to enable the intermediary to determine the amount they need to withhold from their payments to foreign residents under Subdivision 12-H. 567. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Maintains exposure across all key regions to achieve a global strategic asset allocation, Achieve a true broad diversification through different asset class selection, Automatic rebalancing and transparency, which together carefully balances risk, return and cost. The fund aims to provide investors with capital growth and some income over the medium to long term and provide exposure across a range of asset classes. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Zurich Managed Pn AP Sector: PN Mixed Investment 40-85% Shares View Factsheets Add to Basket Overview All Units Breakdown Group News Fund Objective Component failed to load Reload component. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Our Managed funds have performed consistently over the last 32 years. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. To obtain advice tailored to your situation, contact a professional financial adviser. Funds Zurich Managed AP Pension Fund + Add to watchlist GB0004061817:GBP Actions Price (GBP) 169.27 Today's Change 1.07 / 0.64% 1 Year change -0.16% Data delayed at least 60 minutes, as of Mar. Total Staff. *Inception date is 2 April 1997, Managed Growth Funds recent performance. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. This fund will also invest in bonds issued by governments, supranational bodies, other investment grade corporate and non-sovereign bonds and/or bond-based financial instruments. Whilst the main asset classes are equities and fixed income, an active approach to asset allocation allows the Fund Manager to dynamically adjust these allocations within a controlled framework set by Zurich. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Target market determinations are available on our website.More info. Zurich offers a range of managed investment funds covering a range of asset classes. Funds Zurich Managed AP Pension Fund + Add to watchlist GB0004061817:GBP Actions Price (GBP) 169.27 Today's Change 1.07 / 0.64% 1 Year change -0.44% Data delayed at least 60 minutes, as of Mar. Warning: Benefits may be affected by changes in currency exchange rates. FT is not responsible for any use of content by you outside its scope as stated in the. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The fund is designed to reduce investment risk by diversifying across asset classes. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. We have a large range of investment options and funds to choose from, and are here to help you understand what your choices are and how they work. FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. Each fund has a different mix of investments to align with a range of investor profiles, from low-risk lower return funds through to the high-risk higher return funds. #Please use the fund name links in the above table to locate the relevant inception date for each fund, Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. What you want to achieve with your investment. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. These components are provided solely for the purpose of Subdivision 12-H of the Taxation Administration Act 1953 and should not be used for any other purpose. Equity funds are shares issued by a public limited company and traded on the stock market. The fund is suited to investors with an investment horizon of five years or more, who are seeking long-term capital growth from international stocks. All managed funds data located on FT.com is subject to the. Figures shown are rounded to two decimal places. You shouldn't use past performance as a suggestion Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. What levels of investment risk you're comfortable with. Read the Zurich Risk Profile Funds Brochure. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. The strategic investment partners for each underlying asset class for the fund are as follows: As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. It's never too early - or late - to start putting a little aside for your future. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Fund Fund Payment Net Cash Distribution (CPU) Zurich Investments Managed Growth Fund (APIR ZUR0059AU, ARSN 39 698 471 894) 0.0364: 0.1503: Zurich Investments Australian Property Securities Fund (APIR ZUR0064AU, ARSN 23 387 281 724) 0.4358: 0.7544: Zurich Investments Global Thematic Share Fund (APIR ZUR0061AU, ARSN 55 793 374 234) 0.0000: 0.1781 The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. Investments are not available to residents of countries other than Australia. Its aimed at investors seeking long-term capital growth through international securities, with stocks are typically sourced from the top half of Zurichs Global Growth Share Fund. We appointed American Century Investments in 2009 to manage the Zurich Investments Global Growth Share Fund.. American Century Investments were established in 1958 and today have over US$213 billion in funds under management and employ 196 investment professionals*. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Share price information may be rounded up/down and therefore not entirely accurate. To help you make the best choices for your money, we've put together a handy guide which explains: There are many different funds to choose from, depending on the level of risk you're willing to take. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Over this period, the fund has delivered consistent and competitive returns for investors. Neither Zurich Investments Management Limited ABN 56063278400 AFSL 232511 GINN FVHHKJ.00012.ME.036 nor any of its related entities, employees or directors give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Fund information This investment choice is a portfolio internally managed by Zurich on a . 2023 Morningstar. 2023 Morningstar. View the latest performance, income distribution and unit prices of Zurich Investments funds here. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Designed to reduce risk in investor portfolios through diversification, it aims to deliver both capital growth and some income over the medium-to-long term. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Past performance does not necessarily indicate a financial products future performance. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the, Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, American Century Investment Management, Inc, Insight Investment Management (Global) Limited, Schroder Investment Management Australia Limited, AllianceBernstein Investment Management Australia Limited. Share price information may be rounded up/down and therefore not entirely accurate. Do you have home, car, farm, van or business insurance? Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. FT is not responsible for any use of content by you outside its scope as stated in the. The Global Growth Share Fund is recommended by this leading research houses: Recommended 2023 Morningstar. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. The content of this web page is given in good faith and is derived from sources believed to be accurate, which may be subject to change. Warning: The value of your investment may go down as well as up. The information on this Site does not take into account your objectives, financial situations or needs. For all other plan numbers call: 0370 333 1500. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). FT is not responsible for any use of content by you outside its scope as stated in the. Add this security to watchlist, portfolio, or create an alert to track market movement, Create detailed alerts and get notified the moment an event happens, See how trades would have performed from years past or start from the present, Download PDF copies of reports from the newspaper markets data page, View the performance of global markets and browse news items by region, Find companies based on country, sector, and other equity characteristics, View funds that move the market, screen for funds and read relevant news. Funds Zurich Managed G4 AL Life Fund + Add to watchlist GB0000222421:GBP Actions Price (GBP) 1.56 Today's Change -0.007 / -0.45% 1 Year change -1.64% Data delayed at least 60 minutes, as of Feb. Add this security to watchlist, portfolio, or create an alert to track market movement, Create detailed alerts and get notified the moment an event happens, See how trades would have performed from years past or start from the present, Download PDF copies of reports from the newspaper markets data page, View the performance of global markets and browse news items by region, Find companies based on country, sector, and other equity characteristics, View funds that move the market, screen for funds and read relevant news. Warning: Past performance is not a reliable guide to future performance. Important Information:Before investing in Zurich Investments Global Growth Share Fund please consider the Fund Product Disclosure Statement (PDS)(available through www.zurich.com.au) as the PDS contains important information. We launched the Zurich Managed fund range in March 1988 with the goal to simplify the investment process for our customers and help them achieve their financial goals. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. Zurich Investments business Code of Conduct Managed funds Back Australian Property Securities Fund Global Growth Share Fund Concentrated Global Growth Fund Global Thematic Share Fund Global Thematic Focus Fund Healthcare Impact Fund Managed Growth Fund Superannuation Back Planning for retirement Zurich Account-Based Pension 2. The funds offer five levels of risk which can be used in various combinations to suit the investors risk profile, The funds are actively managed with a disciplined approach at both asset allocation and security level, The funds look to take advantage of three sources of return; asset allocation, investment themes and stock selection, A proven track record, with extensive experience of managing asset allocation mandates. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. Are you a pensions, savings, investments or protection customer? This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice.It is not a specific recommendation to purchase, sell or hold the relevant product(s). . By investing in property trusts listed on the ASX. Zurich Life Assurance plc is registered in Ireland under number 58098. The Performance Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities and equity-based financial instruments. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Copyright 2023 Zurich Life Assurance plc. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. Choosing a managed fund may bring higher returns, as your fund manager can strategically react to changes in the market and seize opportunities as they happen. Warning: Benefits may be affected by changes in currency exchange rates. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. The Zurich Investments Managed Growth Fund was first launched as a wholesale superannuation portfolio in 1979, making it one of the oldest managed funds in Australia that is still open for investment. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. over rolling five year periods. profile of this investment choice is the highest of the five managed funds.The exposure to equities is generally higher than that of the other investment choices in the Managed range, with a lower Managed by Vanguard Asset Management, one of the worlds largest and most well-respected investment managers, the Zurich Risk Profile funds offer a range of low-cost profiles using index funds, designed to meet individual objectives. It does not consider your personal financial circumstances, needs or objectives. Already a Zurich Life customer? Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Use our handy fund calculators to check fund performance and fund price. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. This fund invests in a range of growth and defensive assets from Australian and international shares to property and fixed interest securities to alternatives, infrastructure, absolute return bonds and cash. #The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (Zenith) rating (assigned ZUR0580AU November 2021, ZUR0581AU November 2021) referred to in this piece is limited to General Advice (s766B Corporations Act 2001) for Wholesale clients only. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Do you have home, car, farm, van or business insurance? All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website.Past performance is not an indication of future performance. The US dollar Blue Chip fund aims to provide the potential for medium-to-long-term growth and invests in equities and a proportion of fixed-interest securities. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Warning: The value of your investment may go down as well as up. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Always was, always will be Aboriginal land. The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. J.P. Morgan analyst Farooq Hanif downgraded Zurich Insurance Group ( ZFSVF - Research Report) to a Sell today and set a price target of CHF430.00. The Zurich Investments Managed Growth Fund was first launched as a wholesale superannuation portfolio in 1979, making it one of the oldest managed funds in Australia that is still open for investment. If you're new to investing, funds can be a daunting topic. Pricing for ETFs is the latest price and not "real time". The Cautiously Managed Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of bonds, equities and cash. It also offers investors global diversification and the potential for long-term capital growth. Any general advice or class service have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The funds are available in three currencies: US dollar, Euro and Sterling. American Century Investments were established in 1958 and today have over US$213 billion in funds under management and employ 196 investment professionals*. They have a truly unique ownership structure where over 45% of the company is owned by The Stowers Institute for Medical Research, which allows strong philanthropic support for cancer research.