12022 Morningstar, Inc. All rights reserved. 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. 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. 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) . 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. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Global Maintains exposure across all key regions to achieve a global strategic asset allocation All managed funds data located on FT.com is subject to the. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. 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. 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. #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 Life Assurance plc is regulated by the Central Bank of Ireland. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. A bond is essentially a loan. We launched the Zurich Managed fund range in March 1988 with the goal to simplify the investment process for our customers and help them achieve their financial goals. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. *Inception date is 2 April 1997, Managed Growth Funds recent performance. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. FT is not responsible for any use of content by you outside its scope as stated in the. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Warning: If you invest in these funds you may lose some or all of the money you invest. What you want to achieve with your investment. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Warning: If you invest in these funds you may lose some or all of the money you invest. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Over this period, the fund has delivered consistent and competitive returns for investors. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). Target market determinations are available on our website.More info. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Past performance does not necessarily indicate a financial products future performance. You should consider these factors, the appropriateness of the information and the PDS before making a decision. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. For all other plan numbers call: 0370 333 1500. 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. 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. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. over rolling five year periods. We offer a variety of managed funds to suit various risk profiles. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Actively managed fund with investments in equities, bonds and cash. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Pricing for ETFs is the latest price and not "real time". Always was, always will be Aboriginal land. Bronzeas at30 March 2022 The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. American Century Investments were established in 1958 and today have over US$213 billion in funds under management and employ 196 investment professionals*. They have a truly unique ownership structure where over 45% of the company is owned by The Stowers Institute for Medical Research, which allows strong philanthropic support for cancer research. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . over rolling five year periods. What to invest your money in is a big decision. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Copyright 2023 Zurich Life Assurance plc. We may record or monitor calls for training and quality purposes. Copyright 2023 Zurich Life Assurance plc. 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). This fund invests in a range of growth and defensive assets from Australian and international shares to property and fixed interest securities to alternatives, infrastructure, absolute return bonds and cash. 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. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Each bar is an observation period (the fund's return over the past 3M, at month's end). We have a wide range of funds to suit your investment needs. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. 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. Total Staff. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. We're part of the Zurich Insurance Group which is internationally rated AA/stable for Financial Strength, by Standard & Poor's, giving you peace of mind. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. By investing in property trusts listed on the ASX. The chart shows how frequently the fund's 3M return is positive or negative. 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 offers a range of managed investment funds covering a range of asset classes. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. 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 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. Always was, always will be Aboriginal land. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. Warning: The value of your investment may go down as well as up. Indicative equity range: 20% - 50% of the value of the fund. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Over this period, the fund has delivered consistent and competitive returns for investors. Warning: Past performance is not a reliable guide to future performance. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. The information on this Site does not take into account your objectives, financial situations or needs. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. Fund objective The US dollar Performance fund aims to provide long-term capital growth. Warning: Benefits may be affected by changes in currency exchange rates. Cookies help us improve your website experience. Figures shown are rounded to two decimal places. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. How long you're happy to invest your money for. Do you have home, car, farm, van or business insurance? Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. 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 Sustainability Core Equity(Dimensional). The information on this Site does not take into account your objectives, financial situations or needs. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a . 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) Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Equity funds are shares issued by a public limited company and traded on the stock market. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. With-Profits funds are a type of pooled investment fund. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. The benchmark return shown is a gross return. Share price information may be rounded up/down and therefore not entirely accurate. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. 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. 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 Life Assurance plc is regulated by the Central Bank of Ireland. 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). Always was, always will be Aboriginal land. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Applications can only be made on the application form included in the current Product Disclosure Statement. Share price information may be rounded up/down and therefore not entirely accurate. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. 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. Past performance is no guarantee of future results. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Do you have home, car, farm, van or business insurance? Past performance is not a reliable indicator of future performance. 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 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. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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. 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. 0370 241 6950. By applying a distinctive thematic approach, this fund identifies stocks that are poised to benefit from emerging trends and structural changes in the global economy. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. 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.. 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. 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. 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 fund is designed to reduce investment risk by diversifying across asset classes. 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. Read the Zurich Risk Profile Funds Brochure. View the latest performance, income distribution and unit prices of Zurich Investments funds here. 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. 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 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. We have a wide range of options to choose from, whatever stage you're at. The information on this Site does not take into account your objectives, financial situations or needs. Indicative equity range: 65% - 90% of the value of the fund. 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. ft. home is a 3 bed, 2.0 bath property. Pricing for ETFs is the latest price and not "real time". FT is not responsible for any use of content by you outside its scope as stated in the. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. 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. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. You shouldn't use past performance as a suggestion 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. 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. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 2023 Morningstar. Pricing for ETFs is the latest price and not "real time". It also offers investors global diversification and the potential for long-term capital growth. Indicative equity range: 20% - 50% of the value of the fund. 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. When you invest in a fund, we buy shares in a company on your behalf. Figures shown are rounded to two decimal places. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. 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. 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. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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. Warning: Benefits may be affected by changes in currency exchange rates. Always was, always will be Aboriginal land. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset The Performance 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. 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. There are two types of fund portfolios to choose from. Share price information may be rounded up/down and therefore not entirely accurate. Do you have home, car, farm, van or business insurance? 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. 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. View more property details, sales history and Zestimate data on Zillow. Target market determinations are available on our website.More info. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. . Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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