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 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. Are you a pensions, savings, investments or protection customer? 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 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. 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 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. Warning: If you invest in these funds you may lose some or all of the money you invest. Our Managed funds have performed consistently over the last 32 years. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. 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. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. Global Sustainability Core Equity(Dimensional). With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Already a Zurich Life customer? In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Please complete and lodge the Application Form available below. over rolling five year periods. 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. Target market determinations are available on our website.More info. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. 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 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. 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*. All managed funds data located on FT.com is subject to the. 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). 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. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. 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. 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. Investments are not available to residents of countries other than Australia. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). Target market determinations are available on our website.More info. 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. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Zurich Life Assurance plc is registered in Ireland under number 58098. Past performance is no guarantee of future results. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. 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 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 Fund objective The US dollar Performance fund aims to provide long-term capital growth. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. It does not consider your personal financial circumstances, needs or objectives. The information on this Site does not take into account your objectives, financial situations or needs. 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. FT is not responsible for any use of content by you outside its scope as stated in the. Always was, always will be Aboriginal land. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. 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. For all other plan numbers call: 0370 333 1500. 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. Zurich offers a range of managed investment funds covering a range of asset classes. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). FT is not responsible for any use of content by you outside its scope as stated in the. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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. Are you a pensions, savings, investments or protection customer? 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? Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Pricing for ETFs is the latest price and not "real time". 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Are you a pensions, savings, investments or protection customer? Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. Warning: Past performance is not a reliable guide to future performance. We may record or monitor calls for training and quality purposes. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. The Global Growth Share Fund is recommended by this leading research houses: Recommended 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. It's never too early - or late - to start putting a little aside for your future. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Always was, always will be Aboriginal land. 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. 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 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 full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). We offer a variety of managed funds to suit various risk profiles. 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. Applications can only be made on the application form included in the current Product Disclosure Statement. 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. 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. 0370 241 6950. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Data delayed at least 60 minutes, as of Mar 03 2023. The funds aim is to produce above-market returns with lower-than-market risk. FT is not responsible for any use of content by you outside its scope as stated in the. Sign in Why Zurich? Cookies help us improve your website experience. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. We've made it happen. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 567. 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. Share price information may be rounded up/down and therefore not entirely accurate. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. What to invest your money in is a big decision. 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 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. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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. The company's shares closed yesterday at $481 . Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. 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. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. By investing in property trusts listed on the ASX. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.