All managed funds data located on FT.com is subject to the. 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. Over this period, the fund has delivered consistent and competitive returns for investors. 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. 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) 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. Copyright 2023 Zurich Life Assurance plc. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. Global Sustainability Core Equity(Dimensional). 12022 Morningstar, Inc. All rights reserved. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. 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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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). Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. All managed funds data located on FT.com is subject to the. 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. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Total Staff. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Are you a pensions, savings, investments or protection customer? Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. 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. Zurich Life Assurance plc is registered in Ireland under number 58098. Each bar is an observation period (the fund's return over the past 3M, at month's end). Fund objective The US dollar Performance fund aims to provide long-term capital growth. The funds aim is to produce above-market returns with lower-than-market risk. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines 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 Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. 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. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. The Global Growth Share Fund is recommended by this leading research houses: Recommended The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. . 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. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. To obtain advice tailored to your situation, contact a professional financial adviser. Past performance does not necessarily indicate a financial products future performance. 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. We have a wide range of funds to suit your investment needs. 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 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. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The benchmark return shown is a gross return. 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. 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 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. 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. We have a wide range of options to choose from, whatever stage you're at. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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 Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. #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. 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. 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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.. 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. 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. ft. home is a 3 bed, 2.0 bath property. The chart shows how frequently the fund's 3M return is positive or negative. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Always was, always will be Aboriginal land. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. The information on this Site does not take into account your objectives, financial situations or needs. We've made it happen. How long you're happy to invest your money for. Share price information may be rounded up/down and therefore not entirely accurate. 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. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Do you have home, car, farm, van or business insurance? Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. By investing in property trusts listed on the ASX. 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). 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. Are you a pensions, savings, investments or protection customer? The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. All managed funds data located on FT.com is subject to the. 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. 2. It's never too early - or late - to start putting a little aside for your future. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. In return for lending it money, the borrower promises to pay a pre-determined rate of interest in addition to paying back the original loan amount when the bond matures. Indicative equity range: 20% - 50% of the value of the fund. We may record or monitor calls for training and quality purposes. Zurich Life Assurance plc is registered in Ireland under number 58098. Before investing, you should decide: We have a wide range of funds to suit your investment needs. FT is not responsible for any use of content by you outside its scope as stated in the. Returns are calculated net of all ongoing fees and any taxes payable by the fund. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. #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 portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Read the Zurich Risk Profile Funds Brochure. Warning: The value of your investment may go down as well as up. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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 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. 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. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. The information on this Site does not take into account your objectives, financial situations or needs. The fund is managed by Threadneedle Asset Management Limited. 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. 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. Our full range of funds The chart shows how frequently the fund's 3M return is positive or negative. View more property details, sales history and Zestimate data on Zillow. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf Warning: Benefits may be affected by changes in currency exchange rates. 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) . Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. 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 Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The risk profile of this investment choice is the middle of the five managed funds. 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. Warning: Past performance is not a reliable guide to future performance. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Do you have home, car, farm, van or business insurance? It does not consider your personal financial circumstances, needs or objectives. 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 company's shares closed yesterday at $481 . Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. The information on this Site does not take into account your objectives, financial situations or needs. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. 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. Data delayed at least 60 minutes, as of Mar 03 2023. Zurich offers a range of managed investment funds covering a range of asset classes. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. 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. Cookies help us improve your website experience. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. All Rights Reserved. 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 Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Applications can only be made on the application form included in the current Product Disclosure Statement. You should consider these factors, the appropriateness of the information and the PDS before making a decision. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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 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. 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. Warning: The value of your investment may go down as well as up. 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 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. 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. Warning: Benefits may be affected by changes in currency exchange rates. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). 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. Always was, always will be Aboriginal land. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. What levels of investment risk you're comfortable with. 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*. 2023 Morningstar. 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. Actively managed fund with investments in equities, bonds and cash. 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. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. Copyright 2023 Zurich Life Assurance plc. Investments are not available to residents of countries other than Australia. 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. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Target market determinations are available on our website.More info. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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 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. 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. Pricing for ETFs is the latest price and not "real time". 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. 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. 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. Past performance is no guarantee of future results. We have a wide range of funds to suit your investment needs. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. What you want to achieve with your investment. J.P. Morgan analyst Farooq Hanif downgraded Zurich Insurance Group ( ZFSVF - Research Report) to a Sell today and set a price target of CHF430.00. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Are you a pensions, savings, investments or protection customer? 0370 241 6950. The fund is designed to reduce investment risk by diversifying across asset classes. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO").
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