Information concerning the Zurich Investments Global Growth Share Fund is general advice only. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. Investments are not available to residents of countries other than Australia. PDF US dollar Performance - The Financial Express Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. 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). The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. With-Profits funds are a type of pooled investment fund. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. You shouldn't use past performance as a suggestion 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. 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. 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. 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. 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. Over this period, the fund has delivered consistent and competitive returns for investors. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Total Staff. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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. Target market determinations are available on our website.More info. For over 30 years we've been one of Ireland's most successful life insurance companies, and are committed to the provision of excellent customer service. 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. 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. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. Global Maintains exposure across all key regions to achieve a global strategic asset allocation We have a wide range of funds to suit your investment needs. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. The 1,190 sq. Managed Funds | Zurich Life Funds 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. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). The benchmark return shown is a gross return. One of the best Lumpsum Investment plans in UAE - Zurich Simple Wealth Warning: The value of your investment may go down as well as up. 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. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. Share price information may be rounded up/down and therefore not entirely accurate. Always was, always will be Aboriginal land. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Past performance is not a reliable indicator of future performance. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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). Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. For all other plan numbers call: 0370 333 1500. 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. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. 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. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. What levels of investment risk you're comfortable with. over rolling five year periods. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Read the Zurich Risk Profile Funds Brochure. Always was, always will be Aboriginal land. Zurich Managed Equity Pn AP Fund factsheet | Trustnet If you're new to investing, funds can be a daunting topic. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. 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: Past performance is not a reliable guide to future performance. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. 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) . 12022 Morningstar, Inc. All rights reserved. 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.. over rolling five year periods. Global Growth Share Fund - Zurich Australia Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Data delayed at least 60 minutes, as of Mar 03 2023. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 940 Sandlewood Ct, Lake Zurich, IL 60047 | Zillow 0370 241 6950. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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 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. Complete list of funds | Zurich Life Funds The funds aim is to produce above-market returns with lower-than-market risk. 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. 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. Copyright 2023 Zurich Life Assurance plc. Investment documents and forms - Zurich Australia Fund information This investment choice is a portfolio internally managed by Zurich on a . The fund is managed by Threadneedle Asset Management Limited. Managed by Vanguard Asset Management, one of the worlds 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. It's never too early - or late - to start putting a little aside for your future. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. 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. Indicative equity range: 20% - 50% of the value of the fund. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). #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. 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. Find out more information about our Retirement Planning Funds. Always was, always will be Aboriginal land. Already a Zurich Life customer? 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. It also offers investors global diversification and the potential for long-term capital growth. Performance and pricing - Zurich Australia Indicative equity range: 50% - 75% of the value of the fund. The Global Growth Share Fund is recommended by this leading research houses: Recommended The information on this Site does not take into account your objectives, financial situations or needs. The information on this Site does not take into account your objectives, financial situations or needs. View the latest performance, income distribution and unit prices of Zurich Investments funds here. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. ft. home is a 3 bed, 2.0 bath property. The information on this Site does not take into account your objectives, financial situations or needs. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. When you invest in a fund, we buy shares in a company on your behalf. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Are you a pensions, savings, investments or protection customer? 2023 Morningstar. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Indicative equity range: 65% - 90% of the value of the fund. 2023 Morningstar. Before investing, you should decide: We have a wide range of funds to suit your investment needs. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. 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. 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. 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. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The fund is designed to reduce investment risk by diversifying across asset classes. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Use our handy fund calculators to check fund performance and fund price. Funds Zurich Managed AP Pension Fund + Add to watchlist GB0004061817:GBP Actions Price (GBP) 169.27 Today's Change 1.07 / 0.64% 1 Year change -0.16% Data delayed at least 60 minutes, as of Mar. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Do you have home, car, farm, van or business insurance? By investing in property trusts listed on the ASX. 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. Share price information may be rounded up/down and therefore not entirely accurate. Zurich Managed G4 AL Life Fund - Financial Times Warning: Benefits may be affected by changes in currency exchange rates. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Always was, always will be Aboriginal land. 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. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Manage my pension | Zurich Pension Past performance is no guarantee of future results. 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. Already a Zurich Life customer? You should consider these factors, the appropriateness of the information and the PDS before making a decision. Western Asset Management Fund Manager Profile | Preqin Warning: The value of your investment may go down as well as up. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. 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 Life Assurance plc is regulated by the Central Bank of Ireland. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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.