Target market determinations are available on our website.More info. 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. Global Maintains exposure across all key regions to achieve a global strategic asset allocation We have a wide range of funds to suit your investment needs. Each bar is an observation period (the fund's return over the past 3M, at month's end). Indicative equity range: 20% - 50% of the value of the fund. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. 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. Warning: The value of your investment may go down as well as up. 12022 Morningstar, Inc. All rights reserved. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Actively managed fund with investments in equities, bonds 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 Warning: The value of your investment may go down as well as up. 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. The information on this Site does not take into account your objectives, financial situations or needs. 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 The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 0370 241 6950. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Figures shown are rounded to two decimal places. 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. 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 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. How long you're happy to invest your money for. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Figures shown are rounded to two decimal places. 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 information on this Site does not take into account your objectives, financial situations or needs. Indicative equity range: 20% - 50% of the value of the fund. The fund is designed to reduce investment risk by diversifying across asset classes. The risk profile of this investment choice is the middle of the five managed funds. Fund information This investment choice is a portfolio internally managed by Zurich on a . 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. Pricing for ETFs is the latest price and not "real time". The Already a Zurich Life customer? We may record or monitor calls for training and quality purposes. We may record or monitor calls for training and quality purposes. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Warning: If you invest in these funds you may lose some or all of the money you invest. When you invest in a fund, we buy shares in a company on your behalf. 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 Global Growth Share Fund is recommended by this leading research houses: Recommended 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. We have a wide range of options to choose from, whatever stage you're at. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Pricing for ETFs is the latest price and not "real time". 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. 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 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 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. FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. Zurich offers a range of managed investment funds covering a range of asset classes. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. 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. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Are you a pensions, savings, investments or protection customer? The chart shows how frequently the fund's 3M return is positive or negative. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. The company's shares closed yesterday at $481 . 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. By investing in property trusts listed on the ASX. 2023 Morningstar. If you're new to investing, funds can be a daunting topic. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. 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. 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. 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). What you want to achieve with your investment. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). We've made it happen. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Warning: Benefits may be affected by changes in currency exchange rates. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Show all Multi-asset Funds With-Profit Funds Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. 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 With-Profits funds are a type of pooled investment fund. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. 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. FT is not responsible for any use of content by you outside its scope as stated in the. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Designed to reduce risk in investor portfolios through diversification, it aims to deliver both capital growth and some income over the medium-to-long term. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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. over rolling five year periods. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. The benchmark return shown is a gross return. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Funds Zurich Managed G4 AL Life Fund + Add to watchlist GB0000222421:GBP Actions Price (GBP) 1.56 Today's Change -0.007 / -0.45% 1 Year change -1.64% Data delayed at least 60 minutes, as of Feb. Over this period, the fund has delivered consistent and competitive returns for investors. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. It also offers investors global diversification and the potential for long-term capital growth. What to invest your money in is a big decision. 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. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Bronzeas at30 March 2022 A bond is essentially a loan. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. 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. Do you have home, car, farm, van or business insurance? Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Target market determinations are available on our website.More info. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. All Rights Reserved. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. All managed funds data located on FT.com is subject to the. The information on this Site does not take into account your objectives, financial situations or needs. A Managed Investment Trust that makes a "fund payment" to an Australian resident intermediary must provide a "Notice" to enable the intermediary to determine the amount they need to withhold from their payments to foreign residents under Subdivision 12-H. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Find out more information about our Retirement Planning Funds. The fund is managed by Threadneedle Asset Management Limited. 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 offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The Dynamic Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified global portfolio of quality equities and equity-based financial instruments. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . Warning: If you invest in these funds you may lose some or all of the money you invest. FT is not responsible for any use of content by you outside its scope as stated in the. You shouldn't use past performance as a suggestion Do you have home, car, farm, van or business insurance? 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). 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.. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments.