Find out more information about our Retirement Planning Funds. Show all Multi-asset Funds With-Profit Funds 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. It also offers investors global diversification and the potential for long-term capital growth. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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. The Total Staff. The Balanced 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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 videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. Indicative equity range: 65% - 90% of the value of the fund. Do you have home, car, farm, van or business insurance? 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 At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. 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. 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. 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. 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. 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. #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. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Target market determinations are available on our website.More info. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. 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. All managed funds data located on FT.com is subject to the. Indicative equity range: 20% - 50% of the value of the fund. 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. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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 fund is managed by Threadneedle Asset Management Limited. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. What you want to achieve with your investment. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The 1,190 sq. 2. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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. 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.. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Zurich Life Assurance plc is registered in Ireland under number 58098. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 0370 241 6950. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. All Rights Reserved. Please complete and lodge the Application Form available below. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. The benchmark return shown is a gross return. 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. The fund is suited to investors with an investment horizon of five years or more, who are seeking long-term capital growth from international stocks. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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 offer a variety of managed funds to suit various risk profiles. 567. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset 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. It does not consider your personal financial circumstances, needs or objectives. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Share price information may be rounded up/down and therefore not entirely accurate. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. 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. 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. 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. 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. 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. Copyright 2023 Zurich Life Assurance plc. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Sign in Why Zurich? ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. The fund aims to provide investors with capital growth and some income over the medium to long term and provide exposure across a range of asset classes. A bond is essentially a loan. 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. Our Managed funds have performed consistently over the last 32 years. The chart shows how frequently the fund's 3M return is positive or negative. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Past performance is not a reliable indicator of future performance. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. The risk profile of this investment choice is the middle of the five managed funds. What to invest your money in is a big decision. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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 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. Pricing for ETFs is the latest price and not "real time". The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Applications can only be made on the application form included in the current Product Disclosure Statement. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Before investing, you should decide: We have a wide range of funds to suit your investment needs. 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. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Pricing for ETFs is the latest price and not "real time". Actively managed fund with investments in equities, bonds and cash. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. Warning: Benefits may be affected by changes in currency exchange rates. For all other plan numbers call: 0370 333 1500. Past performance is no guarantee of future results. The right choice for you will depend on your investment portfolio's objective, as well as your appetite for risk Why invest with Zurich Investments Performance and pricing Investment documents and forms How to invest How long you're happy to invest your money for. The information on this Site does not take into account your objectives, financial situations or needs. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). 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. We've made it happen. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. If you're new to investing, funds can be a daunting topic. Please be advised that there may be delays in delivering unit prices during this time of market volatility. 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. Global Maintains exposure across all key regions to achieve a global strategic asset allocation 2023 Morningstar. Each bar is an observation period (the fund's return over the past 3M, at month's end). All content on FT.com is for your general information and use only and is not intended to address your particular requirements. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice.It is not a specific recommendation to purchase, sell or hold the relevant product(s). The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. 12022 Morningstar, Inc. All rights reserved. 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. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Target market determinations are available on our website.More info. Over this period, the fund has delivered consistent and competitive returns for investors. The Zurich Investments Global Growth Share Fund is an international share fund for long-term investors who want to capitalise on the unique opportunities presented by companies with sustainable earnings acceleration. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Past performance does not necessarily indicate a financial products future performance. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . 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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. . Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. 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. The funds are available in three currencies: US dollar, Euro and Sterling. Figures shown are rounded to two decimal places. 2023 Morningstar. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Each bar is an observation period (the fund's return over the past 3M, at month's end). Warning: Past performance is not a reliable guide to future performance. To obtain advice tailored to your situation, contact a professional financial adviser. 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. 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.