Past performance is no guarantee of future results. The fund is managed by Threadneedle Asset Management Limited. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. Always was, always will be Aboriginal land. If you're new to investing, funds can be a daunting topic. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). All Rights Reserved. 2023 Morningstar. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Cookies help us improve your website experience. 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. 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) Zurich Life Assurance plc is regulated by the Central Bank of Ireland. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. The new and improved My Zurich customer portal is a smart and straightforward platform that allows you to quickly and easily view all your latest Zurich Insurance, Superannuation and Investment information at home or on the go. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Share price information may be rounded up/down and therefore not entirely accurate. Always was, always will be Aboriginal land. A bond is essentially a loan. 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.. Total Staff. Figures shown are rounded to two decimal places. Over this period, the fund has delivered consistent and competitive returns for investors. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Already a Zurich Life customer? The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Zurich Life Assurance plc is registered in Ireland under number 58098. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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. over rolling five year periods. 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. Data delayed at least 60 minutes, as of Mar 03 2023. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. 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. Zurich Retirement Planning Funds Our fund range includes Retirement Planning Funds which may be suitable if you are intending to retire before 2028 and want to gradually reduce investment risk in exchange for reduced potential for investment growth. 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). 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. The 1,190 sq. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Pricing for ETFs is the latest price and not "real time". 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. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. 567. The benchmark return shown is a gross return. Show all Multi-asset Funds With-Profit Funds What to invest your money in is a big decision. 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. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. Always was, always will be Aboriginal land. 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 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. . Warning: If you invest in these funds you may lose some or all of the money you invest. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Data delayed at least 60 minutes, as of Mar 03 2023. Zurich Life Assurance plc is registered in Ireland under number 58098. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 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. View the latest performance, income distribution and unit prices of Zurich Investments funds here. 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. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Past performance is no guarantee of future results. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. 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. If you've got questions about investing in funds, check out our help and support section. Fund information This investment choice is a portfolio internally managed by Zurich on a . Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Target market determinations are available on our website.More info. 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. The Global Growth Share Fund is recommended by this leading research houses: Recommended Each bar is an observation period (the fund's return over the past 3M, at month's end). It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. 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. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Please complete and lodge the Application Form available below. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. 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 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. The Are you a pensions, savings, investments or protection customer? The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). We have a wide range of options to choose from, whatever stage you're at. Sign in Why Zurich? By investing in property trusts listed on the ASX. 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 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. FT is not responsible for any use of content by you outside its scope as stated in the. 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. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. The funds aim is to produce above-market returns with lower-than-market risk. Pricing for ETFs is the latest price and not "real time". 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. 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. 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. 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 data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. We offer a variety of managed funds to suit various risk profiles. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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). We have a wide range of funds to suit your investment needs. Our Managed funds have performed consistently over the last 32 years. Do you have home, car, farm, van or business insurance? 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 latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Past performance is no guarantee of future results. Are you a pensions, savings, investments or protection customer? Zurich offers a range of managed investment funds covering a range of asset classes. 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. Do you have home, car, farm, van or business insurance? All managed funds data located on FT.com is subject to the. 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. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. 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). Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Always was, always will be Aboriginal land. Warning: The value of your investment may go down as well as up. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. Bronzeas at30 March 2022 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. Global Sustainability Core Equity(Dimensional). 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: Past performance is not a reliable guide to future performance. It also offers investors global diversification and the potential for long-term capital growth. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. Zurich Managed Funds Over 30 years of positive performance It does not consider your personal financial circumstances, needs or objectives. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. The fund is designed to reduce investment risk by diversifying across asset classes. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. 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). 0370 241 6950. Data delayed at least 60 minutes, as of Mar 03 2023. 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. We may record or monitor calls for training and quality purposes. 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. To obtain advice tailored to your situation, contact a professional financial adviser. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Indicative equity range: 20% - 50% of the value of the fund. 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. 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 latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. To invest directly in a Zurich Investments fund you need to read the fund's PDS and Additional Information Guide, which forms part of the PDS. 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.
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