Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. View more property details, sales history and Zestimate data on Zillow. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Warning: If you invest in these funds you may lose some or all of the money you invest. Cookies help us improve your website experience. 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. The funds are available in three currencies: US dollar, Euro and Sterling. 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. 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). 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. An actively managed fund investing in a 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. *Inception date is 2 April 1997, Managed Growth Funds recent performance. 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). Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Returns are calculated net of all ongoing fees and any taxes payable by the fund. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. 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. Zurich Life Assurance plc is registered in Ireland under number 58098. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. 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. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Are you a pensions, savings, investments or protection customer? 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 videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Indicative equity range: 65% - 90% of the value of the fund. Past performance is no guarantee of future results. Our full range of funds Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, 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. Figures shown are rounded to two decimal places. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. It does not consider your personal financial circumstances, needs or objectives. 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. FT is not responsible for any use of content by you outside its scope as stated in the. 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 latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. What you want to achieve with your investment. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Robust Choice of Investment Funds . Figures shown are rounded to two decimal places. We're part of the Zurich Insurance Group which is internationally rated AA/stable for Financial Strength, by Standard & Poor's, giving you peace of mind. A bond is essentially a loan. 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. 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. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. 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. Warning: Past performance is not a reliable guide to future performance. The information on this Site does not take into account your objectives, financial situations or needs. 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 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. 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. 2023 Morningstar. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. We may record or monitor calls for training and quality purposes. Always was, always will be Aboriginal land. Each bar is an observation period (the fund's return over the past 3M, at month's end). Data delayed at least 60 minutes, as of Mar 03 2023. Each fund has a different mix of investments to align with a range of investor profiles, from low-risk lower return funds through to the high-risk higher return funds. Find out more information about our Retirement Planning Funds. 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. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. Already a Zurich Life customer? While it provides less diversification than the Global Thematic Share Fund, the select number of investment themes offers investors the potential for high returns and long-term capital growth, through exposure to international shares. 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) . #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. 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. Are you a pensions, savings, investments or protection customer? over rolling five year periods. 0370 241 6950. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Target market determinations are available on our website.More info. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Zurich Managed Funds Over 30 years of positive performance 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. Always was, always will be Aboriginal land. When you invest in a fund, we buy shares in a company on your behalf.
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