Robust Choice of Investment Funds . 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. 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. Before investing, you should decide: We have a wide range of funds to suit your investment needs. 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). The benchmark return shown is a gross return. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Warning: The value of your investment may go down as well as up. 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). Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Already a Zurich Life customer? Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). You should consider these factors, the appropriateness of the information and the PDS before making a decision. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. The funds and trusts to make you an ISA millionaire Raising rates won't cure inflation - it will kill the economy first Funds to consider for your ISA if you're invested in a MSCI World index. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Data delayed at least 60 minutes, as of Mar 03 2023. 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. 0370 241 6950. If you're new to investing, funds can be a daunting topic. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. it offers exposure to a range of sectors including retail, commercial and industrial property securities. 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. Over this period, the fund has delivered consistent and competitive returns for investors. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Each bar is an observation period (the fund's return over the past 3M, at month's end). All managed funds data located on FT.com is subject to the. Managed Funds | Zurich International Managed Funds An actively managed solution with a distinguished history 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. Whether its equity, property and multi-asset funds or cash, bonds and alternatives, we have lots of investment fund options for you to choose from. 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. Actively managed fund with investments in equities, bonds and cash. We may record or monitor calls for training and quality purposes. Data delayed at least 60 minutes, as of Mar 03 2023. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Cookies help us improve your website experience. Warning: The value of your investment may go down as well as up. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. 2. 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). Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Eagle Star, Allied Dunbar and Zurich Assurance plans For plan numbers that include the letters AF or AG, AH, AJ, DJ call: 0370 241 6945 Once you've decided to save with Zurich International Life, it's important to understand a little more about the types of investment you can make. Always was, always will be Aboriginal land. We have a wide range of funds to suit your investment needs. Zurich Life Assurance plc is registered in Ireland under number 58098. When you invest in a fund, we buy shares in a company on your behalf. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. 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. 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 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. Are you a pensions, savings, investments or protection customer? The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Zurich Investments business Code of Conduct Managed funds Back Australian Property Securities Fund Global Growth Share Fund Concentrated Global Growth Fund Global Thematic Share Fund Global Thematic Focus Fund Healthcare Impact Fund Managed Growth Fund Superannuation Back Planning for retirement Zurich Account-Based Pension Funds Zurich Managed AP Pension Fund + Add to watchlist GB0004061817:GBP Actions Price (GBP) 169.27 Today's Change 1.07 / 0.64% 1 Year change -0.16% Data delayed at least 60 minutes, as of Mar. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Use our handy fund calculators to check fund performance and fund price. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Fund information This investment choice is a portfolio internally managed by Zurich on a . ft. home is a 3 bed, 2.0 bath property. *Inception date is 2 April 1997, Managed Growth Funds recent performance. 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. We may record or monitor calls for training and quality purposes. Are you a pensions, savings, investments or protection customer? Managed Funds Managed by Vanguard Asset Management, one of the world's 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. 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. Pricing for ETFs is the latest price and not "real time". Zurich Life Assurance plc is registered in Ireland under number 58098. The Global Growth Share Fund is recommended by this leading research houses: Recommended Investors pay into the fund, and their money gets pooled together with the premiums of other investors. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. The chart shows how frequently the fund's 3M return is positive or negative. For all other plan numbers call: 0370 333 1500. It's never too early - or late - to start putting a little aside for your future. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. 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 exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. over rolling five year periods. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Each bar is an observation period (the fund's return over the past 3M, at month's end). The funds are available in three currencies: US dollar, Euro and Sterling. 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. 2023 Morningstar. You shouldn't use past performance as a suggestion Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. There are two types of fund portfolios to choose from. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Global Sustainability Core Equity(Dimensional). Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Copyright 2023 Zurich Life Assurance plc. The fund is managed by Threadneedle Asset Management Limited. Zurich Managed Funds Over 30 years of positive performance Warning: Past performance is not a reliable guide to future performance. Are you a pensions, savings, investments or protection customer? . We have a wide range of funds to suit your investment needs. over rolling five year periods. 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. Investments are not available to residents of countries other than Australia. We've made it happen. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. 12022 Morningstar, Inc. All rights reserved. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. 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. Warning: Benefits may be affected by changes in currency exchange rates. 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 information on this Site does not take into account your objectives, financial situations or needs. Target market determinations are available on our website.More info. Please complete and lodge the Application Form available below. 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*. 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. 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. Warning: The value of your investment may go down as well as up. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. A bond is essentially a loan. Dimensional Fund Advisors Ltd., registered address 20 Triton Street, Regent's Place, London, NW1 3BF, Company Number 02569601, which is authorised and regulated by the Financial Conduct Authority - Firm Reference No.150100. Copyright 2023 Zurich Life Assurance plc. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The right choice for you will depend on your investment portfolio's objective, as well as your appetite for risk Why invest with Zurich Investments Performance and pricing Investment documents and forms How to invest This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. Past performance is not a reliable indicator of future performance. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. The company's shares closed yesterday at $481 . BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. 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. 2023 Morningstar. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Zurich fund information (as at 31/01/2023) Launch date 01/03/1988 Current bid USD 6.672 Fund size(m) USD 244.92 (as at 31/01/2023) . 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. Warning: Benefits may be affected by changes in currency exchange rates. The information on this Site does not take into account your objectives, financial situations or needs. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. View more property details, sales history and Zestimate data on Zillow. It also offers investors global diversification and the potential for long-term capital growth. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. We offer a variety of managed funds to suit various risk profiles. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. If you've got questions about investing in funds, check out our help and support section. 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. Past performance does not necessarily indicate a financial products future performance. #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. Past performance is no guarantee of future results. 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 Established in Q4 of 1971, Western Asset Management is a California-based hedge fund manager, with offices in Pasadena, New York, London, Tokyo, Singapore, Hong Kong, Melbourne, Dubai, Zurich, and Sao Paulo. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Figures shown are rounded to two decimal places. 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. 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. The fund is designed to reduce investment risk by diversifying across asset classes. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. Target market determinations are available on our website.More info. 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. Always was, always will be Aboriginal land. 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 full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Copyright 2023 Zurich Life Assurance plc. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Zurich International Life Managed Fund February 2023 Zurich fund information (as at 31/01/2023) Launch date 01/02/2016 Current bid GBP 2.045 Fund size(m) GBP 390.93 (as at 31/01/2023) FE sector Mixed Investment 40%-85% Shares Fund currency GBP Fund manager Alex Lyle Investment house Columbia Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf Warning: If you invest in these funds you may lose some or all of the money you invest. 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. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. 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. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. #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. Funds in this category have advantages that clearly outweigh any disadvantages across the pillars.1The Morningstar Analyst Rating for Zurich Investments Global Growth Fund is Bronze as at 30 March 2022. 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. Do you have home, car, farm, van or business insurance? All Rights Reserved. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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. Over this period, the fund has delivered consistent and competitive returns for investors. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Do you have home, car, farm, van or business insurance? By investing in property trusts listed on the ASX. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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.