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Already a Zurich Life customer? Warning: If you invest in these funds you may lose some or all of the money you invest. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). We have a wide range of funds to suit your investment needs. 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 information on this Site does not take into account your objectives, financial situations or needs. 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 risk profile of this investment choice is the middle of the five managed funds. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. 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. 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. 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. To get the best experience of the website we recommend that you upgrade your browser to one of the following; Chrome, Edge, Firefox or Safari. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Warning: Benefits may be affected by changes in currency exchange rates. Over this period, the fund has delivered consistent and competitive returns for investors. For all other plan numbers call: 0370 333 1500. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Are you a pensions, savings, investments or protection customer? Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. To obtain advice tailored to your situation, contact a professional financial adviser. The fund aims to provide investors with capital growth and some income over the medium to long term and provide exposure across a range of asset classes. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. The fund is managed by Threadneedle Asset Management Limited. All managed funds data located on FT.com is subject to 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. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Data delayed at least 60 minutes, as of Mar 03 2023. 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. What levels of investment risk you're comfortable with. Important Information:Before investing in Zurich Investments Global Growth Share Fund please consider the Fund Product Disclosure Statement (PDS)(available through www.zurich.com.au) as the PDS contains important information. We offer a variety of managed funds to suit various risk profiles. FT is not responsible for any use of content by you outside its scope as stated in the. 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. Warning: Past performance is not a reliable guide to future performance. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf Robust Choice of Investment Funds . We have a wide range of funds to suit your investment needs. 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. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. Equity funds are shares issued by a public limited company and traded on the stock market. Investments are not available to residents of countries other than 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. We've made it happen. 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. You shouldn't use past performance as a suggestion We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. 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). Use our handy fund calculators to check fund performance and fund price. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 2023 Morningstar. 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 Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. 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. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset 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 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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 Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Do you have home, car, farm, van or business insurance? 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. 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. 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. Total Staff. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Target market determinations are available on our website.More info. 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*. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. View the latest performance, income distribution and unit prices of Zurich Investments funds here. The company's shares closed yesterday at $481 . All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Each bar is an observation period (the fund's return over the past 3M, at month's end). The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. Zurich Managed Funds Over 30 years of positive performance Always was, always will be Aboriginal land. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Pricing for ETFs is the latest price and not "real time". Pricing for ETFs is the latest price and not "real time". In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Always was, always will be Aboriginal land. Warning: Benefits may be affected by changes in currency exchange rates. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Target market determinations are available on our website.More info. over rolling five year periods. 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. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 12022 Morningstar, Inc. All rights reserved. By investing in property trusts listed on the ASX. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 2023 Morningstar. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. All Rights Reserved. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Data delayed at least 60 minutes, as of Mar 03 2023. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. 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 Indicative equity range: 65% - 90% of the value of 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. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. 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 Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. We may record or monitor calls for training and quality purposes. Funds Zurich Managed Acc 3/4 AL Life + Add to watchlist GB00BYNM0888:GBP Actions Price (GBP) 56.16 Today's Change 0.300 / 0.54% 1 Year change -0.34% Data delayed at least 60 minutes, as of Mar. . It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. At Zurich Investments, weve been partneringwith leadingfund managers around the worldfor over 40 years.Through these partnerships,advisers and investorsgainexclusive access to specialist managers recognised asexperts in their fields., We believe that successful investingcomesfromunderstandingthe factors that influence returns for different investments in different markets.Thats why ourmanaged funds cover a range of asset classes and are suitable for a variety of investment objectives.And because ourfunds areindependentlyrated byAustralias leading investment research firms,you knowyourein safe hands.. How long you're happy to invest your money for. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more. 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 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. 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). The funds aim is to produce above-market returns with lower-than-market risk.