You should consider these factors, the appropriateness of the information and the PDS before making a decision. 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. Performance and pricing - Zurich Australia 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.. Do you have home, car, farm, van or business insurance? Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. 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. Always was, always will be Aboriginal land. over rolling five year periods. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. PDF US dollar Adventurous - The Financial Express 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) . 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 exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 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 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 funds aim is to produce above-market returns with lower-than-market risk. With-Profits funds are a type of pooled investment fund. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. The benchmark return shown is a gross return. 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. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Zurich Managed Funds The 1,190 sq. Past performance is not a reliable indicator of future performance. Figures shown are rounded to two decimal places. Zurich Managed AP Pension Fund - Financial Times Warning: If you invest in these funds you may lose some or all of the money you invest. 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 information on this Site does not take into account your objectives, financial situations or needs. 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. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The All managed funds data located on FT.com is subject to the. 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. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. #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. All Rights Reserved. Indicative equity range: 65% - 90% of the value of the fund. 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). 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. Global Growth Share Fund - Zurich Australia Rest of World Vista and IWA customers - Zurich International Target market determinations are available on our website.More info. 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. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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. The chart shows how frequently the fund's 3M return is positive or negative. Are you a pensions, savings, investments or protection customer? When you invest in a fund, we buy shares in a company on your behalf. Warning: The value of your investment may go down as well as up. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. 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. If you've got questions about investing in funds, check out our help and support section. PDF Zurich Managed AP - The Financial Express 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. Equity funds are shares issued by a public limited company and traded on the stock market. 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. #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. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf Past performance is no guarantee of future results. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Warning: Benefits may be affected by changes in currency exchange rates. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 2. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Warning: Benefits may be affected by changes in currency exchange rates. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. It does not consider your personal financial circumstances, needs or objectives. PDF Flexible retirement benefits for globally mobile employees Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Do you have home, car, farm, van or business insurance? Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. Fund information This investment choice is a portfolio internally managed by Zurich on a . Managed Funds | Zurich International 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. Over this period, the fund has delivered consistent and competitive returns for investors. 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 Manage my investments | Pensions and Investments | Zurich Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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). 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 business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. The information on this Site does not take into account your objectives, financial situations or needs. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Warning: The value of your investment may go down as well as up. Figures shown are rounded to two decimal places. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. 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 investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Target market determinations are available on our website.More info. 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. . Welcome to My Zurich - Zurich Australia Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. What levels of investment risk you're comfortable with. Zurich Managed Bond Focused G4 AL Fund factsheet | Trustnet 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. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Fund objective The US dollar Performance fund aims to provide long-term capital growth. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, Hedged Concentrated Global Growth Share Fund, Zurich Investments Managed Growth Fund (APIR ZUR0059AU, ARSN 39 698 471 894), Zurich Investments Australian Property Securities Fund (APIR ZUR0064AU, ARSN 23 387 281 724), Zurich Investments Global Thematic Share Fund (APIR ZUR0061AU, ARSN 55 793 374 234), Zurich Investments Unhedged Global Thematic Share Fund (APIR ZUR0518AU, ARSN 14 616 405 994), Zurich Investments Concentrated Global Growth Fund (APRI ZUR0617AU, ARSN 607 947 937), Zurich Investments Hedged Global Growth Share Scheme (APIR ZUR0621AU, ARSN 641 121 360)), Both application and monies must be received by 3pm Sydney time on 30 December 2022.