Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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). It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Share price information may be rounded up/down and therefore not entirely accurate. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. Always was, always will be Aboriginal land. How long you're happy to invest your money for. 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. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Please be advised that there may be delays in delivering unit prices during this time of market volatility. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. *Inception date is 2 April 1997, Managed Growth Funds recent performance. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Fund objective The US dollar Performance fund aims to provide long-term capital growth. 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. For all other plan numbers call: 0370 333 1500. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. We appointed American Century Investments in 2009 to manage the Zurich Investments Global Growth Share Fund.. American Century Investments were established in 1958 and today have over US$213 billion in funds under management and employ 196 investment professionals*. Indicative equity range: 20% - 50% of the value of the fund. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. 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 What to invest your money in is a big decision. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. You shouldn't use past performance as a suggestion Data delayed at least 60 minutes, as of Mar 03 2023. 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 Zurich Managed Funds Over 30 years of positive performance The chart shows how frequently the fund's 3M return is positive or negative. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Actively managed fund with investments in equities, bonds and cash. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Always was, always will be Aboriginal land. 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. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Each bar is an observation period (the fund's return over the past 3M, at month's end). The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Fund information This investment choice is a portfolio internally managed by Zurich on a . 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. Target market determinations are available on our website.More info. 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 content of this web page is given in good faith and is derived from sources believed to be accurate, which may be subject to change. 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. #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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. 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. Sign in Why Zurich? The information on this Site does not take into account your objectives, financial situations or needs. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. We may record or monitor calls for training and quality purposes. 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. Do you have home, car, farm, van or business insurance? It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. When you invest in a fund, we buy shares in a company on your behalf. With-Profits funds are a type of pooled investment fund. 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. We offer a variety of managed funds to suit various risk profiles. 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. Do you have home, car, farm, van or business insurance? 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. 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. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 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) Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Warning: The value of your investment may go down as well as up. Are you a pensions, savings, investments or protection customer? The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. 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. 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. The risk profile of this investment choice is the middle of the five managed funds. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. 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. Total Staff. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. 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 information on this Site does not take into account your objectives, financial situations or needs. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. The benchmark return shown is a gross return. All managed funds data located on FT.com is subject to the. 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. 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. 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. 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. 2023 Morningstar. There are two types of fund portfolios to choose from. 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) . FT is not responsible for any use of content by you outside its scope as stated in the. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. 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. 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. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. 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. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The chart shows how frequently the fund's 3M return is positive or negative. It's never too early - or late - to start putting a little aside for your future. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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 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. 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. The benchmark return shown is a gross return. 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. Show all Multi-asset Funds With-Profit Funds We've made it happen. 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. Applications can only be made on the application form included in the current Product Disclosure Statement. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. FT is not responsible for any use of content by you outside its scope as stated in the. Copyright 2023 Zurich Life Assurance plc. View more property details, sales history and Zestimate data on Zillow. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Past performance is no guarantee of future results. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Zurich Life Assurance plc is registered in Ireland under number 58098. 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 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. Pricing for ETFs is the latest price and not "real time". Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. 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. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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. 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. Already a Zurich Life customer? Investments are not available to residents of countries other than Australia. Zurich offers a range of managed investment funds covering a range of asset classes. We have a wide range of options to choose from, whatever stage you're at. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. What levels of investment risk you're comfortable with. All Rights Reserved. It also offers investors global diversification and the potential for long-term capital growth. What you want to achieve with your investment. 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 All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. . Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. 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. All managed funds data located on FT.com is subject to the. Warning: The value of your investment may go down as well as up. Over this period, the fund has delivered consistent and competitive returns for investors. 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. Indicative equity range: 50% - 75% of the value of the fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Already a Zurich Life customer? Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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 Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. We may record or monitor calls for training and quality purposes. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Warning: Past performance is not a reliable guide to future performance. Always was, always will be Aboriginal land. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The funds are available in three currencies: US dollar, Euro and Sterling. Over this period, the fund has delivered consistent and competitive returns for investors. FT is not responsible for any use of content by you outside its scope as stated in the. 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: 65% - 90% of the value of the fund. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Bronzeas at30 March 2022 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. Our full range of funds The fund is designed to reduce investment risk by diversifying across asset classes. 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. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. The funds aim is to produce above-market returns with lower-than-market risk. Cookies help us improve your website experience. 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.

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