Zurich Life Assurance plc is registered in Ireland under number 58098. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Target market determinations are available on our website.More info. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. The funds and trusts to make you an ISA millionaire Raising rates won't cure inflation - it will kill the economy first Funds to consider for your ISA if you're invested in a MSCI World index. Our Managed funds have performed consistently over the last 32 years. Cookies help us improve your website experience. Bronzeas at30 March 2022 Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. 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. 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 Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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) The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Already a Zurich Life customer? Investors pay into the fund, and their money gets pooled together with the premiums of other investors. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 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 focus is on inflection points in company fundamentals with a process designed to uncover stocks that can outperform as earnings growth accelerates, market expectations rise and multiples expand. 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. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. 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. What levels of investment risk you're comfortable with. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. 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. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. 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. To obtain advice tailored to your situation, contact a professional financial adviser. By investing in property trusts listed on the ASX. 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. . Warning: Past performance is not a reliable guide to future performance. Past performance is no guarantee of future results. Total Staff. 2023 Morningstar. Persons is not permitted except pursuant to an exemption from registration under U.S. securities laws, which may not be available; and the availability of the information through the website does not alter or change the persons eligible to purchase the security. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Fund information This investment choice is a portfolio internally managed by Zurich on a . The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. It's never too early - or late - to start putting a little aside for your future. 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. Our full range of funds The risk profile of this investment choice is the middle of the five managed funds. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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. 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. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Investments are not available to residents of countries other than Australia. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Warning: The value of your investment may go down as well as up. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. *Inception date is 2 April 1997, Managed Growth Funds recent performance. The Global Growth Share Fund is recommended by this leading research houses: Recommended Indicative equity range: 65% - 90% of the value of the fund. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. 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. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. 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. All Rights Reserved. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. What you want to achieve with your investment. 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 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. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The funds aim is to produce above-market returns with lower-than-market risk. Actively managed fund with investments in equities, bonds and cash. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. 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). Share price information may be rounded up/down and therefore not entirely accurate. If you've got questions about investing in funds, check out our help and support section. 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*. The chart shows how frequently the fund's 3M return is positive or negative. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. With-Profits funds are a type of pooled investment 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. 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. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Each bar is an observation period (the fund's return over the past 3M, at month's end). 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. What to invest your money in is a big decision. Warning: If you invest in these funds you may lose some or all of the money you invest. Pricing for ETFs is the latest price and not "real time". BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. Always was, always will be Aboriginal land. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. 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. 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. Past performance is no guarantee of future results. 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. Zurich Managed Funds Over 30 years of positive performance 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. 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. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Copyright 2023 Zurich Life Assurance plc. The company's shares closed yesterday at $481 . 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. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. There are two types of fund portfolios to choose from. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. For all other plan numbers call: 0370 333 1500. The information on this Site does not take into account your objectives, financial situations or needs. Show all Multi-asset Funds With-Profit Funds All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Are you a pensions, savings, investments or protection customer? 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. Data delayed at least 60 minutes, as of Mar 03 2023. Pricing for ETFs is the latest price and not "real time". 12022 Morningstar, Inc. All rights reserved. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Always was, always will be Aboriginal land. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. 0370 241 6950. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. #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. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. The strategic investment partners for each underlying asset class for the fund are as follows: As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. 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. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Warning: If you invest in these funds you may lose some or all of the money you invest. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Always was, always will be Aboriginal land. Already a Zurich Life customer? If you're looking for a particular fund and can't find it, it could be on our closed to new business list. over rolling five year periods. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. We have a wide range of funds to suit your investment needs. The information on this Site does not take into account your objectives, financial situations or needs. 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. 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. 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. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Are you a pensions, savings, investments or protection customer? 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. FT is not responsible for any use of content by you outside its scope as stated in the. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Returns are calculated net of all ongoing fees and any taxes payable by the fund. In todays' digital age, investment platforms are literally drowning you with overwhelming choice, making it difficult to build a portfolio for short, medium and, long-term goals. 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). 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. Robust Choice of Investment Funds . Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. Figures shown are rounded to two decimal places. 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 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. 567. 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. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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 rolling five year periods. 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. All managed funds data located on FT.com is subject to the. The information on this Site does not take into account your objectives, financial situations or needs. Share price information may be rounded up/down and therefore not entirely accurate. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf A bond is essentially a loan. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Indicative equity range: 50% - 75% of the value of the fund. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. How long you're happy to invest your money for. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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.