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. 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. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Past performance is no guarantee of future results. Do you have home, car, farm, van or business insurance? 2023 Morningstar. All Rights Reserved. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Our full range of funds All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The 1,190 sq. Pricing for ETFs is the latest price and not "real time". Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. over rolling five year periods. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. Indicative equity range: 50% - 75% of the value of the fund. Warning: The value of your investment may go down as well as up. The chart shows how frequently the fund's 3M return is positive or negative. 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. 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. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. 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. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. FT is not responsible for any use of content by you outside its scope as stated in the. With-Profits funds are a type of pooled investment fund. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Actively managed fund with investments in equities, bonds and cash. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 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 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. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 2023 Morningstar. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). Applications can only be made on the application form included in the current Product Disclosure Statement. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. Zurich Life Assurance plc is registered in Ireland under number 58098. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. View the latest performance, income distribution and unit prices of Zurich Investments funds here. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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, 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. It does not consider your personal financial circumstances, needs or objectives. 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 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. 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. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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. We may record or monitor calls for training and quality purposes. A bond is essentially a loan. Data delayed at least 60 minutes, as of Mar 03 2023. Always was, always will be Aboriginal land. Indicative equity range: 20% - 50% of the value of the fund. 2023 Morningstar. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Warning: Past performance is not a reliable guide to future performance. 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. Indicative equity range: 20% - 50% of the value of the fund. The information on this Site does not take into account your objectives, financial situations or needs. 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). 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) . 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*. Robust Choice of Investment Funds . Are you a pensions, savings, investments or protection customer? Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. 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.. 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. 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. #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. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Data delayed at least 60 minutes, as of Mar 03 2023. Do you have home, car, farm, van or business insurance? Managed by Vanguard Asset Management, one of the worlds largest and most well-respected investment managers, the Zurich Risk Profile funds offer a range of low-cost profiles using index funds, designed to meet individual objectives. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. Target market determinations are available on our website.More info. 12022 Morningstar, Inc. All rights reserved. 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. 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). 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. 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. 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. 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. If you're new to investing, funds can be a daunting topic. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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 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. 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. Global Sustainability Core Equity(Dimensional). 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. Zurich Managed Funds Over 30 years of positive performance Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Warning: Benefits may be affected by changes in currency exchange rates. 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. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. Read the Zurich Risk Profile Funds Brochure. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. Returns are calculated net of all ongoing fees and any taxes payable by the fund. We have a wide range of funds to suit your investment needs. *Inception date is 2 April 1997, Managed Growth Funds recent performance. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. Always was, always will be Aboriginal land. Do you have home, car, farm, van or business insurance? This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Past performance is not a reliable indicator of future performance. By investing in property trusts listed on the ASX. 0370 241 6950. Warning: The value of your investment may go down as well as up. 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. Indicative equity range: 65% - 90% of the value of the fund. The risk profile of this investment choice is the middle of the five managed funds. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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 Warning: Benefits may be affected by changes in currency exchange rates. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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. Find out more information about our Retirement Planning Funds. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. What to invest your money in is a big decision. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. Figures shown are rounded to two decimal places. 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. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. 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. Once you've decided to save with Zurich International Life, it's important to understand a little more about the types of investment you can make. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years.
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