Are you a pensions, savings, investments or protection customer? 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. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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, 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. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Copyright 2023 Zurich Life Assurance plc. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more. The Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines We strongly recommend that investors consider the PDS and their specific financial needs and objectives with a suitably qualified financial and taxation adviser when committing to decisions about this financial product. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Target market determinations are available on our website.More info. All managed funds data located on FT.com is subject to the. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . It does not consider your personal financial circumstances, needs or objectives. Pricing for ETFs is the latest price and not "real time". In the meantime, for any unit pricing related inquiries, please emailshared.services@zurich.com.au, Click below to access the latest Zurich Investments Fund reports, *(net dividends reinvested) Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. Sign in Why Zurich? 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. Copyright 2023 Zurich Life Assurance plc. 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 content on FT.com is for your general information and use only and is not intended to address your particular requirements. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Total Staff. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). 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. Over this period, the fund has delivered consistent and competitive returns for investors. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Are you a pensions, savings, investments or protection customer? 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. 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. Already a Zurich Life customer? Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. The information on this page is specific to the Zurich Investments Managed Growth Fund (ARSN 089 663 865), which is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511, GINN FVHHKJ.00012.ME.036, 118 Mount Street, North Sydney NSW 2060 (Zurich Investments). Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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). The Zurich Investments Managed Growth Fund is a diversified portfolio of Australian and international shares, property securities, fixed interest securities, alternative investments, infrastructure, absolute return bonds and cash. Pricing for ETFs is the latest price and not "real time". Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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. The funds aim is to produce above-market returns with lower-than-market risk. . 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. If you're new to investing, funds can be a daunting topic. 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. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. Always was, always will be Aboriginal land. 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). 2023 Morningstar. 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. The information on this Site does not take into account your objectives, financial situations or needs. Past performance is no guarantee of future results. You shouldn't use past performance as a suggestion In todays' digital age, investment platforms are literally drowning you with overwhelming choice, making it difficult to build a portfolio for short, medium and, long-term goals. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. 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 Always was, always will be Aboriginal land. Zurich offers a range of managed investment funds covering a range of asset classes. Zurich Life Assurance plc is registered in Ireland under number 58098. Use our handy fund calculators to check fund performance and fund price. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Multi-asset Funds These funds generally invest in a range of assets, countries and market sectors, diversifying your investment across many different asset classes in order to minimise risk. Indicative equity range: 50% - 75% of the value of the fund. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. In return for lending it money, the borrower promises to pay a pre-determined rate of interest in addition to paying back the original loan amount when the bond matures. 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. The information on this Site does not take into account your objectives, financial situations or needs. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. By investing in property trusts listed on the ASX. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Past performance is no guarantee of future results. 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. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security. #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. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. Click on the thumbnails below to learn more about the Global Growth Share Fund: Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, The Stowers Institute for Medical Research, http://www.zenithpartners.com.au/RegulatoryGuidelines. 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. 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. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. All managed funds data located on FT.com is subject to the. To obtain advice tailored to your situation, contact a professional financial adviser. *Inception date is 2 April 1997, Managed Growth Funds recent performance. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. FT is not responsible for any use of content by you outside its scope as stated in the. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. All Rights Reserved. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. 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. This notice is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232 511, as the responsible entity of the fund(s). There are two types of fund portfolios to choose from. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Indicative equity range: 65% - 90% of the value of the fund. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Please be advised that there may be delays in delivering unit prices during this time of market volatility. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Always was, always will be Aboriginal land. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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. Our Managed funds have performed consistently over the last 32 years. The information on this Site does not take into account your objectives, financial situations or needs. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. 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. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Returns are calculated net of all ongoing fees and any taxes payable by the fund.
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