12022 Morningstar, Inc. All rights reserved. Always was, always will be Aboriginal land. Copyright 2023 Zurich Life Assurance plc. Are you a pensions, savings, investments or protection customer? Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. Past performance is no guarantee of future results. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Indicative equity range: 65% - 90% of the value of the 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. 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. Sign in Why Zurich? Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. It does not consider your personal financial circumstances, needs or objectives. Warning: Past performance is not a reliable guide to future performance. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Important Information:Before investing in Zurich Investments Global Growth Share Fund please consider the Fund Product Disclosure Statement (PDS)(available through www.zurich.com.au) as the PDS contains important information. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. 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. Pricing for ETFs is the latest price and not "real time". 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 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. 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 All Rights Reserved. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Please complete and lodge the Application Form available below. All managed funds data located on FT.com is subject to the. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Investments are not available to residents of countries other than Australia. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. By investing in property trusts listed on the ASX. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. It also offers investors global diversification and the potential for long-term capital growth. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. ft. home is a 3 bed, 2.0 bath property. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 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. 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. Warning: Past performance is not a reliable guide to future performance. There are two types of fund portfolios to choose from. The 1,190 sq. 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. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. If you've got questions about investing in funds, check out our help and support section. When you invest in a fund, we buy shares in a company on your behalf. 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. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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. Managed Funds | Zurich International Managed Funds An actively managed solution with a distinguished history Managed for more than 30 years by Columbia Threadneedle Asset Management, the Zurich Managed Funds are global funds, with a higher bias towards your chosen fund currency. The funds aim is to produce above-market returns with lower-than-market risk. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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. Use our handy fund calculators to check fund performance and fund price. Always was, always will be Aboriginal land. Applications can only be made on the application form included in the current Product Disclosure Statement. Each bar is an observation period (the fund's return over the past 3M, at month's end). Warning: If you invest in these funds you may lose some or all of the money you invest. The 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). 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. 2023 Morningstar. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. With-Profits funds are a type of pooled investment fund. Do you have home, car, farm, van or business insurance? 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. 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. Equity funds are shares issued by a public limited company and traded on the stock market. Show all Multi-asset Funds With-Profit Funds 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). 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) . The Global Growth Share Fund is recommended by this leading research houses: Recommended We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Warning: The value of your investment may go down as well as up. FT is not responsible for any use of content by you outside its scope as stated in the. We have a wide range of funds to suit your investment needs. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. All managed funds data located on FT.com is subject to the. Past performance is no guarantee of future results. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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 Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.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. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset 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. Share price information may be rounded up/down and therefore not entirely accurate. 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. Do you have home, car, farm, van or business insurance? 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 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. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. 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. Warning: Benefits may be affected by changes in currency exchange rates. The fund is managed by Threadneedle Asset Management Limited. Warning: Benefits may be affected by changes in currency exchange rates. Zurich Investment Management Limited as responsible entity for the following fund(s) advises the fund payment(s) for the trust(s) below for the final distribution period31 December 2022 for the income year 30 June 2023 are as follows: As at distribution period -31 December 2022 for the income year ending 30 June 2023. Pricing for ETFs is the latest price and not "real time". Warning: The value of your investment may go down as well as up. 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. 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). Our Managed funds have performed consistently over the last 32 years. 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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). FT is not responsible for any use of content by you outside its scope as stated in the. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. 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. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Figures shown are rounded to two decimal places. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. #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. Warning: The value of your investment may go down as well as up. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Zurich Life Assurance plc is registered in Ireland under number 58098. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Target market determinations are available on our website.More info. 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. Over this period, the fund has delivered consistent and competitive returns for investors. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. The benchmark return shown is a gross return. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Read the Zurich Risk Profile Funds Brochure. 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. Indicative equity range: 50% - 75% of the value of the fund. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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.