Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. We have a wide range of funds to suit your investment needs. 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. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. It's never too early - or late - to start putting a little aside for your future. By investing in property trusts listed on the ASX. What to invest your money in is a big decision. 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. Warning: The value of your investment may go down as well as up. PDF Flexible retirement benefits for globally mobile employees 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. Copyright 2023 Zurich Life Assurance plc. The risk profile of this investment choice is the middle of the five managed funds. 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. 940 Sandlewood Ct, Lake Zurich, IL 60047 | Zillow 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. Performance and pricing - Zurich Australia All content on FT.com is for your general information and use only and is not intended to address your particular requirements. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Funds in this category have advantages that clearly outweigh any disadvantages across the pillars.1The Morningstar Analyst Rating for Zurich Investments Global Growth Fund is Bronze as at 30 March 2022. Zurich Managed Bond Focused G4 AL Fund factsheet | Trustnet ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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. 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). 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. 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. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Do you have home, car, farm, van or business insurance? 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. Over this period, the fund has delivered consistent and competitive returns for investors. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. 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. 2023 Morningstar. 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 Copyright 2023 Zurich Life Assurance plc. Pricing for ETFs is the latest price and not "real time". PDF US dollar Adventurous - The Financial Express 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. 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. Figures shown are rounded to two decimal places. If you've got questions about investing in funds, check out our help and support section. If you're new to investing, funds can be a daunting topic. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. All Rights Reserved. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Share price information may be rounded up/down and therefore not entirely accurate. Warning: Benefits may be affected by changes in currency exchange rates. PDF US dollar Performance - The Financial Express For all other plan numbers call: 0370 333 1500. Indicative equity range: 50% - 75% of the value of the fund. Our Managed funds have performed consistently over the last 32 years. 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 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. Our full range of funds The benchmark return shown is a gross return. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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. 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. Target market determinations are available on our website.More info. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf 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 information on this Site does not take into account your objectives, financial situations or needs. 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. Are you a pensions, savings, investments or protection customer? 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 latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Indicative equity range: 20% - 50% 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. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 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. 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*. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Zurich Life Assurance plc is registered in Ireland under number 58098. Past performance is no guarantee of future results. Global Maintains exposure across all key regions to achieve a global strategic asset allocation A bond is essentially a loan. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. To obtain advice tailored to your situation, contact a professional financial adviser. Indicative equity range: 65% - 90% of the value of the fund. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Figures shown are rounded to two decimal places. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Warning: Past performance is not a reliable guide to future performance. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. View the latest performance, income distribution and unit prices of Zurich Investments funds here. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Western Asset Management Fund Manager Profile | Preqin Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. Past performance is no guarantee of future results. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. 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. Plans starting with 'P' and including DL, DK, DKA, VA or VB - Zurich The Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. The information on this Site does not take into account your objectives, financial situations or needs. 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 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 You shouldn't use past performance as a suggestion Information concerning the Zurich Investments Global Growth Share Fund is general advice only. 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. Managed Funds | Zurich International 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. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Zurich Managed G4 AL Life Fund - Financial Times 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. 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). Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. We've made it happen. 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. Whether its equity, property and multi-asset funds or cash, bonds and alternatives, we have lots of investment fund options for you to choose from. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). 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. 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. Zurich Managed AL Fund factsheet | Trustnet In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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 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. Equity funds are shares issued by a public limited company and traded on the stock market. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. With-Profits funds are a type of pooled investment fund. 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. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. You should consider these factors, the appropriateness of the information and the PDS before making a decision. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the, Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, American Century Investment Management, Inc, Insight Investment Management (Global) Limited, Schroder Investment Management Australia Limited, AllianceBernstein Investment Management Australia Limited. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. 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. Once you've decided to save with Zurich International Life, it's important to understand a little more about the types of investment you can make. 2. 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. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Sign in Why Zurich? Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. Each fund has a different mix of investments to align with a range of investor profiles, from low-risk lower return funds through to the high-risk higher return funds. Zurich Managed Equity Pn AP Fund factsheet | Trustnet The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. We offer a variety of managed funds to suit various risk profiles. 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 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. Investment options and funds | Zurich Life Zurich Managed Pn EP 1 Fund factsheet | Trustnet The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Rest of World Vista and IWA customers - Zurich International 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. 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). Read the Zurich Risk Profile Funds Brochure. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines 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 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.