Are you a pensions, savings, investments or protection customer? Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Its designed for long-term investors who want to diversify their portfolios while gaining access to stocks that have the potential to outperform as their earnings growth accelerates. Managed Funds Managed by Vanguard Asset Management, one of the world's 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. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The information on this Site does not take into account your objectives, financial situations or needs. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 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. Copyright 2023 Zurich Life Assurance plc. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. 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. There are two types of fund portfolios to choose from. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. We offer a variety of managed funds to suit various risk profiles. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. The funds aim is to produce above-market returns with lower-than-market risk. The risk profile of this investment choice is the middle of the five managed funds. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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. 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. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Share price information may be rounded up/down and therefore not entirely accurate. Zurich Managed AP Pension Fund - Financial Times The 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.. 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 information on this Site does not take into account your objectives, financial situations or needs. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Managed Growth Fund - Zurich Australia The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. 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. Zurich Managed Bond Focused G4 AL Fund factsheet | Trustnet FT is not responsible for any use of content by you outside its scope as stated in the. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Zurich Managed Equity Pn AP Fund factsheet | Trustnet With-Profits funds are a type of pooled investment fund. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Pricing for ETFs is the latest price and not "real time". One of the best Lumpsum Investment plans in UAE - Zurich Simple Wealth Warning: Past performance is not a reliable guide to future performance. 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. Manage my pension | Zurich Pension Find out more information about our Retirement Planning Funds. Past performance is not a reliable indicator of future performance. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Are you a pensions, savings, investments or protection customer? Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Fund information This investment choice is a portfolio internally managed by Zurich on a . Our full range of funds All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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. 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. 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. Warning: Benefits may be affected by changes in currency exchange rates. Past performance does not necessarily indicate a financial products future performance. 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 Life Assurance plc is regulated by the Central Bank of Ireland. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Indicative equity range: 20% - 50% of the value of the fund. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Each bar is an observation period (the fund's return over the past 3M, at month's end). 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 content on FT.com is for your general information and use only and is not intended to address your particular requirements. The Global Growth Share Fund is recommended by this leading research houses: Recommended 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. 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. Zurich Managed G4 AL Life Fund - Financial Times Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. Target market determinations are available on our website.More info. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Our Managed funds have performed consistently over the last 32 years. Data delayed at least 60 minutes, as of Mar 03 2023. What levels of investment risk you're comfortable with. Data delayed at least 60 minutes, as of Mar 03 2023. Warning: Benefits may be affected by changes in currency exchange rates. FT is not responsible for any use of content by you outside its scope as stated in the. To obtain advice tailored to your situation, contact a professional financial adviser. over rolling five year periods. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. 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. Past performance is no guarantee of future results. 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. Bronzeas at30 March 2022 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. 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. We may record or monitor calls for training and quality purposes. 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 gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Total Staff. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Please complete and lodge the Application Form available below. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. We have a wide range of funds to suit your investment needs. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . 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 aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. 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. 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 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. 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. ft. home is a 3 bed, 2.0 bath property. We've made it happen. Warning: If you invest in these funds you may lose some or all of the money you invest. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Indicative equity range: 65% - 90% of the value of the fund. Warning: The value of your investment may go down as well as up. 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: If you invest in these funds you may lose some or all of the money you invest. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. 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. All Rights Reserved. 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. PDF Zurich International Life Managed Fund - The Financial Express Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). The information on this Site does not take into account your objectives, financial situations or needs. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. What you want to achieve with your investment. 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. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Over this period, the fund has delivered consistent and competitive returns for investors. The benchmark return shown is a gross return. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Global Sustainability Core Equity(Dimensional). Do you have home, car, farm, van or business insurance? The benchmark return shown is a gross return. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Figures shown are rounded to two decimal places. Copyright 2023 Zurich Life Assurance plc. 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. 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. Do you have home, car, farm, van or business insurance? over rolling five year periods. *Inception date is 2 April 1997, Managed Growth Funds recent performance. 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. 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. Share price information may be rounded up/down and therefore not entirely accurate. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. We may record or monitor calls for training and quality purposes. Past performance is no guarantee of future results. 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. Zurich Managed Funds Zurich Managed Pn EP 1 Fund factsheet | Trustnet Warning: Past performance is not a reliable guide to future performance. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. 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 chart shows how frequently the fund's 3M return is positive or negative. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. Zurich Life Assurance plc is registered in Ireland under number 58098. ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund 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 videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. 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. 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. Equity funds are shares issued by a public limited company and traded on the stock market. 2023 Morningstar. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. Before investing, you should decide: We have a wide range of funds to suit your investment needs. PDF Flexible retirement benefits for globally mobile employees 0370 241 6950. Managed Funds | Zurich Life Funds 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Welcome to My Zurich - Zurich Australia Investments are not available to residents of countries other than Australia. PDF US dollar Adventurous - The Financial Express Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981.