The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. 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 Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. The 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. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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 At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Neither Zurich Investments Management Limited ABN 56063278400 AFSL 232511 GINN FVHHKJ.00012.ME.036 nor any of its related entities, employees or directors give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Find out more information about our Retirement Planning Funds. Data delayed at least 60 minutes, as of Mar 03 2023. Total Staff. 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. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. 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. 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. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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. 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. With-Profits funds are a type of pooled investment fund. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Each bar is an observation period (the fund's return over the past 3M, at month's end). The benchmark return shown is a gross return. 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. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. 2023 Morningstar. What to invest your money in is a big decision. Target market determinations are available on our website.More info. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. FT is not responsible for any use of content by you outside its scope as stated in the. 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. Always was, always will be Aboriginal land. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. Indicative equity range: 20% - 50% of the value of the fund. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Sign in Why Zurich? 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. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. 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 latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Figures shown are rounded to two decimal places. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. Warning: If you invest in these funds you may lose some or all of the money you invest. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. FT has not selected, modified or otherwise exercised control over the content of the videos or white papers prior to their transmission, or their receipt by you. The 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. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. View the latest performance, income distribution and unit prices of Zurich Investments funds here. Data delayed at least 60 minutes, as of Mar 03 2023. . Warning: If you invest in these funds you may lose some or all of the money you invest. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. By investing in property trusts listed on the ASX. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. You should consider these factors, the appropriateness of the information and the PDS before making a decision. The 1,190 sq. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Use our handy fund calculators to check fund performance and fund price. Are you a pensions, savings, investments or protection customer? 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. 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. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Always was, always will be Aboriginal land. Figures shown are rounded to two decimal places. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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 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 fund is suited to investors with an investment horizon of five years or more, who are seeking long-term capital growth from international stocks. 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. 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. 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). The benchmark return shown is a gross return. Show all Multi-asset Funds With-Profit Funds We may record or monitor calls for training and quality purposes. Warning: The value of your investment may go down as well as up. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Copyright 2023 Zurich Life Assurance plc. 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. A bond is essentially a loan. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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 The information on this Site does not take into account your objectives, financial situations or needs. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Past performance is not a reliable indicator of future performance. Global Maintains exposure across all key regions to achieve a global strategic asset allocation We have a wide range of options to choose from, whatever stage you're at. Past performance does not necessarily indicate a financial products future performance. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. For all other plan numbers call: 0370 333 1500. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 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. Always was, always will be Aboriginal land. 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: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. 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. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Data delayed at least 60 minutes, as of Mar 03 2023. 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 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Always was, always will be Aboriginal land. 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. Equity funds are shares issued by a public limited company and traded on the stock market. FT is not responsible for any use of content by you outside its scope as stated in the. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Over this period, the fund has delivered consistent and competitive returns for investors. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. 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.. Pricing for ETFs is the latest price and not "real time". 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. 2023 Morningstar. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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.