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. ft. home is a 3 bed, 2.0 bath property. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf 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. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Indicative equity range: 20% - 50% of the value of the fund. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. Indicative equity range: 65% - 90% of the value of the fund. 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. Sign in Why Zurich? Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The Global Growth Share Fund is recommended by this leading research houses: Recommended It's never too early - or late - to start putting a little aside for your future. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). Our Managed funds have performed consistently over the last 32 years. Each bar is an observation period (the fund's return over the past 3M, at month's end). over rolling five year periods. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Past performance is no guarantee of future results. Share price information may be rounded up/down and therefore not entirely accurate. To obtain advice tailored to your situation, contact a professional financial adviser. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. With-Profits funds are a type of pooled investment fund. If you're new to investing, funds can be a daunting topic. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. By investing in property trusts listed on the ASX. Are you a pensions, savings, investments or protection customer? Applications can only be made on the application form included in the current Product Disclosure Statement. We have a wide range of funds to suit your investment needs. How long you're happy to invest your money for. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Data delayed at least 60 minutes, as of Mar 03 2023. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The information on this Site does not take into account your objectives, financial situations or needs. Warning: Benefits may be affected by changes in currency exchange rates. View the latest performance, income distribution and unit prices of Zurich Investments funds here. 2023 Morningstar. 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. 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 Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. 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. 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. Always was, always will be Aboriginal land. Do you have home, car, farm, van or business insurance? 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. #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. 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. What levels of investment risk you're comfortable with. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. 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. 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). Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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. The fund is designed to reduce investment risk by diversifying across asset classes. Indicative equity range: 20% - 50% of the value of the fund. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Use our handy fund calculators to check fund performance and fund price. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. 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. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Warning: Past performance is not a reliable guide to future performance. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share 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). Over this period, the fund has delivered consistent and competitive returns for investors. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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.. 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. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. The chart shows how frequently the fund's 3M return is positive or negative. There are two types of fund portfolios to choose from. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Figures shown are rounded to two decimal places. 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 portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. 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 Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Global Sustainability Core Equity(Dimensional). Past performance is no guarantee of future results. We offer a variety of managed funds to suit various risk profiles. 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. 2023 Morningstar. 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. Robust Choice of Investment Funds . FT is not responsible for any use of content by you outside its scope as stated in the. Over this period, the fund has delivered consistent and competitive returns for investors. 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. 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. over rolling five year periods. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Past performance does not necessarily indicate a financial products future performance. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Copyright 2023 Zurich Life Assurance plc. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. All Rights Reserved. 12022 Morningstar, Inc. All rights reserved. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. If you've got questions about investing in funds, check out our help and support section. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Always was, always will be Aboriginal land. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. 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 Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. What you want to achieve with your investment. 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: The value of your investment may go down as well as up. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. When you invest in a fund, we buy shares in a company on your behalf. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. The information on this Site does not take into account your objectives, financial situations or needs. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. All Rights Reserved. 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. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. 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. 0370 241 6950. 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. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability.
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