2023 Morningstar. 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. 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. Bronzeas at30 March 2022 Multi-asset Funds 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. Please complete and lodge the Application Form available below. FT is not responsible for any use of content by you outside its scope as stated in the. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 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 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. Data delayed at least 60 minutes, as of Mar 03 2023. It also offers investors global diversification and the potential for long-term capital growth. Pricing for ETFs is the latest price and not "real time". Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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. 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. Warning: The value of your investment may go down as well as up. There are two types of fund portfolios to choose from. Fund information This investment choice is a portfolio internally managed by Zurich on a . Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Zurich Life Assurance plc is registered in Ireland under number 58098. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Data delayed at least 60 minutes, as of Mar 03 2023. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. Warning: If you invest in these funds you may lose some or all of the money you invest. Already a Zurich Life customer? 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. Warning: The value of your investment may go down as well as up. The information on this Site does not take into account your objectives, financial situations or needs. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Pricing for ETFs is the latest price and not "real time". Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. If you've got questions about investing in funds, check out our help and support section. Warning: If you invest in these funds you may lose some or all of the money you invest. 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 Life Assurance plc is regulated by the Central Bank of Ireland. All Rights Reserved. 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 Equity funds are shares issued by a public limited company and traded on the stock market. 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. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . 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. 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. 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. Fund objective The US dollar Performance fund aims to provide long-term capital growth. 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.. *Inception date is 2 April 1997, Managed Growth Funds recent performance. 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. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. The information on this Site does not take into account your objectives, financial situations or needs. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Funds Zurich Managed Acc 3/4 AL Life + Add to watchlist GB00BYNM0888:GBP Actions Price (GBP) 56.16 Today's Change 0.300 / 0.54% 1 Year change -0.34% Data delayed at least 60 minutes, as of Mar. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The Global Growth Share Fund is recommended by this leading research houses: Recommended This notice is for the information of foreign resident unit holders and their custodians and is provided pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). 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 information on this Site does not take into account your objectives, financial situations or needs. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. 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. FT is not responsible for any use of content by you outside its scope as stated in the. 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. The chart shows how frequently the fund's 3M return is positive or negative. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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. The information on this Site does not take into account your objectives, financial situations or needs. The fund is managed by Threadneedle Asset Management Limited. 0370 241 6950. Over this period, the fund has delivered consistent and competitive returns for investors. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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) . In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. Do you have home, car, farm, van or business insurance? Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. 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 A bond is essentially a loan. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. All Rights Reserved. Actively managed fund with investments in equities, bonds and cash. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Sign in Why Zurich? 2. 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. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Are you a pensions, savings, investments or protection customer? Share price information may be rounded up/down and therefore not entirely accurate. 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. 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. We have a wide range of funds to suit your investment 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. 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 #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. Our full range of funds Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. We may record or monitor calls for training and quality purposes. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Do you have home, car, farm, van or business insurance? 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. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf 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. View the latest performance, income distribution and unit prices of Zurich Investments funds here. 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) You shouldn't use past performance as a suggestion Past performance is not a reliable indicator of future performance. 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. Dimensional Fund Advisors Ltd., registered address 20 Triton Street, Regent's Place, London, NW1 3BF, Company Number 02569601, which is authorised and regulated by the Financial Conduct Authority - Firm Reference No.150100. It does not consider your personal financial circumstances, needs or objectives. . To help you make the best choices for your money, we've put together a handy guide which explains: There are many different funds to choose from, depending on the level of risk you're willing to take. If you're new to investing, funds can be a daunting topic. Warning: The value of your investment may go down as well as up. Indicative equity range: 20% - 50% of the value of the fund. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Do you have home, car, farm, van or business insurance? over rolling five year periods. 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).
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