2023 Morningstar. Global Thematic Share Fund - Zurich Australia 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. Managed Funds | Zurich Life Funds Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. *Inception date is 2 April 1997, Managed Growth Funds recent performance. over rolling five year periods. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Maintains exposure across all key regions to achieve a global strategic asset allocation, Achieve a true broad diversification through different asset class selection, Automatic rebalancing and transparency, which together carefully balances risk, return and cost. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. 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. 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. Are you a pensions, savings, investments or protection customer? 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. #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. Applications can only be made on the application form included in the current Product Disclosure Statement. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. It's never too early - or late - to start putting a little aside for your future. 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. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. Target market determinations are available on our website.More info. it offers exposure to a range of sectors including retail, commercial and industrial property securities. The funds aim is to produce above-market returns with lower-than-market risk. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. 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. 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. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Performance and pricing | Zurich Australia 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 Indicative equity range: 50% - 75% of the value of the fund. Actively managed fund with investments in equities, bonds and cash. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. 2023 Morningstar. 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. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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) . 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. 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 The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich Managed AL Fund factsheet | Trustnet 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 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. What levels of investment risk you're comfortable with. Target market determinations are available on our website.More info. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Warning: Benefits may be affected by changes in currency exchange rates. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. over rolling five year periods. The company's shares closed yesterday at $481 . Western Asset Management Fund Manager Profile | Preqin Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Data delayed at least 60 minutes, as of Mar 03 2023. 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. We have a wide range of options to choose from, whatever stage you're at. Robust Choice of Investment Funds . Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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 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. For all other plan numbers call: 0370 333 1500. 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. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich Managed Pn AP Fund factsheet | Trustnet Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. 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. 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). Figures shown are rounded to two decimal places. Investment documents and forms - Zurich Australia Managed Funds | Zurich International Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. Past performance is not a reliable indicator of future performance. You should consider these factors, the appropriateness of the information and the PDS before making a decision. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Its designed for long-term investors who want to diversify their portfolios while gaining access to stocks that have the potential to outperform as their earnings growth accelerates. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The risk profile of this investment choice is the middle of the five managed funds. Each bar is an observation period (the fund's return over the past 3M, at month's end). We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Zurich Managed 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. The Zurich Investments Managed Growth Fund was first launched as a wholesale superannuation portfolio in 1979, making it one of the oldest managed funds in Australia that is still open for investment. Zurich Life Assurance plc is registered in Ireland under number 58098. 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). The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. 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. 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. 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. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. 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. The benchmark return shown is a gross return. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 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. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. There are two types of fund portfolios to choose from. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. 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. 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 What you want to achieve with your investment. PDF Zurich Managed AP - The Financial Express Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Each bar is an observation period (the fund's return over the past 3M, at month's end). The fund is designed to reduce investment risk by diversifying across asset classes. Pricing for ETFs is the latest price and not "real time". It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. The information on this Site does not take into account your objectives, financial situations or needs. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice.It is not a specific recommendation to purchase, sell or hold the relevant product(s). Zurich 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 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. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a . 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. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Past performance does not necessarily indicate a financial products future performance. 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.
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