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. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. ft. home is a 3 bed, 2.0 bath property. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Are you a pensions, savings, investments or protection customer? The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Fund information This investment choice is a portfolio internally managed by Zurich on a . 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. All Rights Reserved. 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. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Pricing for ETFs is the latest price and not "real time". Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. You should consider these factors, the appropriateness of the information and the PDS before making a decision. 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. Robust Choice of Investment Funds . The information on this Site does not take into account your objectives, financial situations or needs. 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. With-Profits funds are a type of pooled investment fund. 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. 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. In return for lending it money, the borrower promises to pay a pre-determined rate of interest in addition to paying back the original loan amount when the bond matures. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. All managed funds data located on FT.com is subject to the. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Copyright 2023 Zurich Life Assurance plc. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Do you have home, car, farm, van or business insurance? Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. The risk profile of this investment choice is the middle of the five managed funds. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . Global Sustainability Core Equity(Dimensional). In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. Always was, always will be Aboriginal land. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Fund objective The US dollar Performance fund aims to provide long-term capital growth. 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. over rolling five year periods. The benchmark return shown is a gross return. Data delayed at least 60 minutes, as of Mar 03 2023. Equity funds are shares issued by a public limited company and traded on the stock market. 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 was, always will be Aboriginal land. 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. We may record or monitor calls for training and quality purposes. 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. Before investing, you should decide: We have a wide range of funds to suit your investment needs. The funds aim is to produce above-market returns with lower-than-market risk. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. Do you have home, car, farm, van or business insurance? In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. We've made it happen. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. The information on this Site does not take into account your objectives, financial situations or needs. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. We have a wide range of funds to suit your investment needs. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The benchmark return shown is a gross return. 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) . Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Indicative equity range: 65% - 90% of the value of the fund. Figures shown are rounded to two decimal places. What to invest your money in is a big decision. The company's shares closed yesterday at $481 . Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. Copyright 2023 Zurich Life Assurance plc. Do you have home, car, farm, van or business insurance? Zurich Life Assurance plc is registered in Ireland under number 58098. Warning: Benefits may be affected by changes in currency exchange rates. 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. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Use our handy fund calculators to check fund performance and fund price. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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 asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Data delayed at least 60 minutes, as of Mar 03 2023. 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 Life Assurance plc is regulated by the Central Bank of Ireland. The Global Growth Share Fund is recommended by this leading research houses: Recommended Past performance does not necessarily indicate a financial products future performance. 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. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. 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). 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. 0370 241 6950. 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. Share price information may be rounded up/down and therefore not entirely accurate. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The funds are available in three currencies: US dollar, Euro and Sterling. Always was, always will be Aboriginal land. 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. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. When you invest in a fund, we buy shares in a company on your behalf. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Are you a pensions, savings, investments or protection customer? Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The funds offer five levels of risk which can be used in various combinations to suit the investors risk profile, The funds are actively managed with a disciplined approach at both asset allocation and security level, The funds look to take advantage of three sources of return; asset allocation, investment themes and stock selection, A proven track record, with extensive experience of managing asset allocation mandates. Past performance is no guarantee of future results. All Rights Reserved. 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. 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. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 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. All Rights Reserved. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Our Managed funds have performed consistently over the last 32 years. Are you a pensions, savings, investments or protection customer? 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. 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. 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. 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. We offer a variety of managed funds to suit various risk profiles. 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. 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. There are two types of fund portfolios to choose from. If you've got questions about investing in funds, check out our help and support section. The chart shows how frequently the fund's 3M return is positive or negative. All managed funds data located on FT.com is subject to the. 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 Target market determinations are available on our website.More info. 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 -0.44% Data delayed at least 60 minutes, as of Mar. 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. Share price information may be rounded up/down and therefore not entirely accurate. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. The information on this Site does not take into account your objectives, financial situations or needs. Total Staff. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. 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. 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. Warning: The value of your investment may go down as well as up. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. You shouldn't use past performance as a suggestion 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. 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. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. 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).