The fund is managed by Threadneedle Asset Management Limited. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Past performance is no guarantee of future results. Cookies help us improve your website experience. 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. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf 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. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). It does not consider your personal financial circumstances, needs or objectives. Actively managed fund with investments in equities, bonds and cash. Warning: Past performance is not a reliable guide to future performance. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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*. Are you a pensions, savings, investments or protection customer? 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). 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 offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The company's shares closed yesterday at $481 . 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. ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and. View the latest performance, income distribution and unit prices of Zurich Investments funds here. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The information on this Site does not take into account your objectives, financial situations or needs. Figures shown are rounded to two decimal places. What you want to achieve with your investment. FT is not responsible for any use of content by you outside its scope as stated in the. 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. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. The information on this Site does not take into account your objectives, financial situations or needs. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Target market determinations are available on our website.More info. Pricing for ETFs is the latest price and not "real time". How long you're happy to invest your money for. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). . Pricing for ETFs is the latest price and not "real time". Already a Zurich Life customer? Each bar is an observation period (the fund's return over the past 3M, at month's end). #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. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. Always was, always will be Aboriginal land. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. 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. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Past performance is no guarantee of future results. Past performance is not a reliable indicator of future performance. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. 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 CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. 2023 Morningstar. FT is not responsible for any use of content by you outside its scope as stated in the. 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. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. The information on this Site does not take into account your objectives, financial situations or needs. 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. We have a wide range of funds to suit your investment needs. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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 The fund is designed to reduce investment risk by diversifying across asset classes. 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. When you invest in a fund, we buy shares in a company on your behalf. Our full range of funds 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: The value of your investment may go down as well as up. 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. 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) . Pricing for ETFs is the latest price and not "real time". Our Managed funds have performed consistently over the last 32 years. 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-Profits funds are a type of pooled investment fund. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. 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. Share price information may be rounded up/down and therefore not entirely accurate. Please complete and lodge the Application Form available below. The benchmark return shown is a gross return. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. 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. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. All Rights Reserved. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Warning: Benefits may be affected by changes in currency exchange rates. This fund invests in a range of growth and defensive assets from Australian and international shares to property and fixed interest securities to alternatives, infrastructure, absolute return bonds and cash. All Rights Reserved. Copyright 2023 Zurich Life Assurance plc. 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. 2023 Morningstar. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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: 50% - 75% of the value of the fund. 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. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. 0370 241 6950. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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 is suited to investors with an investment horizon of five years or more, who are seeking long-term capital growth from international stocks. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Before investing, you should decide: We have a wide range of funds to suit your investment needs. over rolling five year periods. 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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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 What to invest your money in is a big decision. Over this period, the fund has delivered consistent and competitive returns for investors. Warning: Benefits may be affected by changes in currency exchange rates. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset 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. Investments are not available to residents of countries other than Australia. Share price information may be rounded up/down and therefore not entirely accurate. 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. 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. 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. It also offers investors global diversification and the potential for long-term capital growth. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Global Sustainability Core Equity(Dimensional). The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 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). 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. 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). 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 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. Equity funds are shares issued by a public limited company and traded on the stock market. 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. Bronzeas at30 March 2022 All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. If you've got questions about investing in funds, check out our help and support section. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. 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. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. over rolling five year periods. Warning: The value of your investment may go down as well as up. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 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 Fund information This investment choice is a portfolio internally managed by Zurich on a . Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. 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. We have a wide range of funds to suit your investment needs. Figures shown are rounded to two decimal places. Warning: The value of your investment may go down as well as up. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Sign in Why Zurich? 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. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. 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. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Zurich Life Assurance plc is registered in Ireland under number 58098. The chart shows how frequently the fund's 3M return is positive or negative. 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. 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. 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.