What to invest your money in is a big decision. 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. Warning: Benefits may be affected by changes in currency exchange rates. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. All managed funds data located on FT.com is subject to the. By investing in property trusts listed on the ASX. Target market determinations are available on our website.More info. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Warning: The value of your investment may go down as well as up. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. By applying a distinctive thematic approach, this fund identifies stocks that are poised to benefit from emerging trends and structural changes in the global economy. 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. It's never too early - or late - to start putting a little aside for your future. All Rights Reserved. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The funds are available in three currencies: US dollar, Euro and Sterling. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-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. If you've got questions about investing in funds, check out our help and support section. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. The 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. Pricing for ETFs is the latest price and not "real time". Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. The information on this Site does not take into account your objectives, financial situations or needs. Our strategic investment partner, American Century Investments, manages the fund with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. This notice is for the information of foreign resident unit holders and their custodians and is provided pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. It also offers investors global diversification and the potential for long-term capital growth. Our full range of funds 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. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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. Past performance is no guarantee of future results. 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. Copyright 2023 Zurich Life Assurance plc. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. 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. Indicative equity range: 65% - 90% of the value of the fund. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Past performance is no guarantee of future results. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. 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 fund is designed to reduce investment risk by diversifying across asset classes. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and. 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. FT is not responsible for any use of content by you outside its scope as stated in the. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. . Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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 All managed funds data located on FT.com is subject to the. 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. 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 offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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 offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. All Rights Reserved. What you want to achieve with your investment. Past performance is no guarantee of future results. it offers exposure to a range of sectors including retail, commercial and industrial property securities. 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. 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. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Figures shown are rounded to two decimal places. 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. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. The focus is on inflection points in company fundamentals with a process designed to uncover stocks that can outperform as earnings growth accelerates, market expectations rise and multiples expand. 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. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Before investing, you should decide: We have a wide range of funds to suit your investment needs. ft. home is a 3 bed, 2.0 bath property. 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. The fund is managed by Threadneedle Asset Management Limited. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf Please be advised that there may be delays in delivering unit prices during this time of market volatility. Always was, always will be Aboriginal land. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Zurich Life Assurance plc is registered in Ireland under number 58098. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Pricing for ETFs is the latest price and not "real time". 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 1,190 sq. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Over this period, the fund has delivered consistent and competitive returns for investors. Bronzeas at30 March 2022 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. You shouldn't use past performance as a suggestion Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. The funds aim is to produce above-market returns with lower-than-market risk. 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. Zurich offers a range of managed investment funds covering a range of asset classes. Data delayed at least 60 minutes, as of Mar 03 2023. 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*. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. Are you a pensions, savings, investments or protection customer? Do you have home, car, farm, van or business insurance? Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. 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. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. Funds Zurich Managed Acc 3/4 AL Life + Add to watchlist GB00BYNM0888:GBP Actions Price (GBP) 56.16 Today's Change 0.300 / 0.54% 1 Year change -0.34% 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. All Rights Reserved. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. 567. 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. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. The chart shows how frequently the fund's 3M return is positive or negative. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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. 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. Indicative equity range: 20% - 50% of the value of the fund. How long you're happy to invest your money for. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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 rolling five year periods. 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. Zurich Investment Management Limited as responsible entity for the following fund(s) advises the fund payment(s) for the trust(s) below for the final distribution period31 December 2022 for the income year 30 June 2023 are as follows: As at distribution period -31 December 2022 for the income year ending 30 June 2023. We may record or monitor calls for training and quality purposes. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. FT is not responsible for any use of content by you outside its scope as stated in the. Copyright 2023 Zurich Life Assurance plc. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Applications can only be made on the application form included in the current Product Disclosure Statement. Warning: If you invest in these funds you may lose some or all of the money you invest. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Its designed for long-term investors who want to diversify their portfolios while gaining access to stocks that have the potential to outperform as their earnings growth accelerates. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. Figures shown are rounded to two decimal places. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. Equity funds are shares issued by a public limited company and traded on the stock market. 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. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Already a Zurich Life customer? Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. The information on this Site does not take into account your objectives, financial situations or needs. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. The chart shows how frequently the fund's 3M return is positive or negative. 0370 241 6950. Actively managed fund with investments in equities, bonds and cash. Warning: If you invest in these funds you may lose some or all of the money you invest. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Each bar is an observation period (the fund's return over the past 3M, at month's end). Zurich Life Assurance plc is registered in Ireland under number 58098. Data delayed at least 60 minutes, as of Mar 03 2023. A bond is essentially a loan. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Share price information may be rounded up/down and therefore not entirely accurate. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. FT is not responsible for any use of content by you outside its scope as stated in the. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. 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. Over this period, the fund has delivered consistent and competitive returns for investors. Investments are not available to residents of countries other than Australia. 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 Indicative equity range: 50% - 75% of the value of the fund. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. 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. 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. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. 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) . Always was, always will be Aboriginal land. Find out more information about our Retirement Planning Funds. Our Managed funds have performed consistently over the last 32 years. If you're new to investing, funds can be a daunting topic. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. The benchmark return shown is a gross return. #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. 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. Warning: Past performance is not a reliable guide to future performance. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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 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. Share price information may be rounded up/down and therefore not entirely accurate. Our teams are working together to ensure that once all checks and balances have been completed, unit prices will be released as soon as possible to all of our stakeholders. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Already a Zurich Life customer? Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Warning: If you invest in these funds you may lose some or all of the money you invest. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. 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. 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. 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. 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. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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 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. Fund objective The US dollar Performance fund aims to provide long-term capital growth. 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. 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. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers.