The funds are available in three currencies: US dollar, Euro and Sterling. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Choosing a managed fund may bring higher returns, as your fund manager can strategically react to changes in the market and seize opportunities as they happen. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. 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 Managed Funds Over 30 years of positive performance The information on this Site does not take into account your objectives, financial situations or needs. Returns are calculated net of all ongoing fees and any taxes payable by the fund. By investing in property trusts listed on the ASX. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. 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. Target market determinations are available on our website.More info. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. 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. 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. 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. 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. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. You shouldn't use past performance as a suggestion Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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 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. Warning: The value of your investment may go down as well as up. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. The Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. Warning: The value of your investment may go down as well as up. 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. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Pricing for ETFs is the latest price and not "real time". Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Pricing for ETFs is the latest price and not "real time". 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. The benchmark return shown is a gross return. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. 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 value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Over this period, the fund has delivered consistent and competitive returns for investors. The Global Growth Share Fund is recommended by this leading research houses: Recommended How long you're happy to invest your money for. All managed funds data located on FT.com is subject to the. What to invest your money in is a big decision. It does not consider your personal financial circumstances, needs or objectives. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. 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 Zurich Life Assurance plc is registered in Ireland under number 58098. Do you have home, car, farm, van or business insurance? 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. over rolling five year periods. The chart shows how frequently the fund's 3M return is positive or negative. The funds aim is to produce above-market returns with lower-than-market risk. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. Managed Funds Managed by Vanguard Asset Management, one of the world's 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. 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. 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 outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. *Inception date is 2 April 1997, Managed Growth Funds recent performance. Indicative equity range: 50% - 75% of the value of the fund. All Rights Reserved. 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. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. 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. Zurich offers a range of managed investment funds covering a range of asset classes. 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. 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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Read the Zurich Risk Profile Funds Brochure. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Share price information may be rounded up/down and therefore not entirely accurate. 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. Show all Multi-asset Funds With-Profit Funds Actively managed fund with investments in equities, bonds and cash. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Find out more information about our Retirement Planning Funds. Always was, always will be Aboriginal land. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. 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. There are two types of fund portfolios to choose from. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. 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. 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. Past performance is no guarantee of future results. 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). Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Robust Choice of Investment Funds . We may record or monitor calls for training and quality purposes. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Equity funds are shares issued by a public limited company and traded on the stock market. The information on this Site does not take into account your objectives, financial situations or needs. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. 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). Global Maintains exposure across all key regions to achieve a global strategic asset allocation Warning: The value of your investment may go down as well as up. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Over this period, the fund has delivered consistent and competitive returns for investors. What you want to achieve with your investment. Are you a pensions, savings, investments or protection customer? Indicative equity range: 20% - 50% of the value of the fund. We have a wide range of funds to suit your investment needs. Bronzeas at30 March 2022 We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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 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. 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 Life Assurance plc is regulated by the Central Bank of Ireland. It also offers investors global diversification and the potential for long-term capital growth. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Zurich International Life Managed Fund February 2023 Zurich fund information (as at 31/01/2023) Launch date 01/02/2016 Current bid GBP 2.045 Fund size(m) GBP 390.93 (as at 31/01/2023) FE sector Mixed Investment 40%-85% Shares Fund currency GBP Fund manager Alex Lyle Investment house Columbia 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 12022 Morningstar, Inc. All rights reserved. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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 information on this Site does not take into account your objectives, financial situations or needs. Cookies help us improve your website experience. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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) JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. Pricing for ETFs is the latest price and not "real time". Copyright 2023 Zurich Life Assurance plc. 0370 241 6950. Always was, always will be Aboriginal land. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. 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.
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