The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Figures shown are rounded to two decimal places. With-Profits funds are a type of pooled investment fund. 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. Equity funds are shares issued by a public limited company and traded on the stock market. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 567. Fund objective The US dollar Performance fund aims to provide long-term capital growth. View the latest performance, income distribution and unit prices of Zurich Investments funds here. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. 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. In the meantime, for any unit pricing related inquiries, please [email protected], Click below to access the latest Zurich Investments Fund reports, *(net dividends reinvested) There are two types of fund portfolios to choose from. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. over rolling five year periods. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Warning: Benefits may be affected by changes in currency exchange rates. Warning: Past performance is not a reliable guide to future performance. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. 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. 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. 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. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. 0370 241 6950. The Global Growth Share Fund is recommended by this leading research houses: Recommended A Managed Investment Trust that makes a "fund payment" to an Australian resident intermediary must provide a "Notice" to enable the intermediary to determine the amount they need to withhold from their payments to foreign residents under Subdivision 12-H. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. If you're new to investing, funds can be a daunting topic. Data delayed at least 60 minutes, as of Mar 03 2023. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. To obtain advice tailored to your situation, contact a professional financial adviser. Bronzeas at30 March 2022 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. Are you a pensions, savings, investments or protection customer? Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. 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. Over this period, the fund has delivered consistent and competitive returns for investors. Indicative equity range: 20% - 50% of the value of the fund. 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). Past performance does not necessarily indicate a financial products future performance. 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. The information on this Site does not take into account your objectives, financial situations or needs. It does not consider your personal financial circumstances, needs or objectives. FT is not responsible for any use of content by you outside its scope as stated in the. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Warning: If you invest in these funds you may lose some or all of the money you invest. The 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. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Do you have home, car, farm, van or business insurance? 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. 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). 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. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Copyright 2023 Zurich Life Assurance plc. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. We offer a variety of managed funds to suit various risk profiles. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. When you invest in a fund, we buy shares in a company on your behalf. 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 The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. over rolling five year periods. 2. Please be advised that there may be delays in delivering unit prices during this time of market volatility. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. Figures shown are rounded to two decimal places. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. 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. What levels of investment risk you're comfortable with. Indicative equity range: 65% - 90% of the value of the fund. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Global Sustainability Core Equity(Dimensional). Zurich Life Assurance plc is registered in Ireland under number 58098. All Rights Reserved. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. We're part of the Zurich Insurance Group which is internationally rated AA/stable for Financial Strength, by Standard & Poor's, giving you peace of mind. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. We have a wide range of options to choose from, whatever stage you're at. Always was, always will be Aboriginal land. 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? Past performance is no guarantee of future results. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. The fund is managed by Threadneedle Asset Management Limited. It's never too early - or late - to start putting a little aside for your future. Each bar is an observation period (the fund's return over the past 3M, at month's end). Fund information This investment choice is a portfolio internally managed by Zurich on a . 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. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). The fund is designed to reduce investment risk by diversifying across asset classes. 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. 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. By investing in property trusts listed on the ASX. Robust Choice of Investment Funds . We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Warning: Benefits may be affected by changes in currency exchange rates. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. it offers exposure to a range of sectors including retail, commercial and industrial property securities. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. If you've got questions about investing in funds, check out our help and support section. Zurich Managed Funds Over 30 years of positive performance Over this period, the fund has delivered consistent and competitive returns for investors. 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. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. Target market determinations are available on our website.More info. Show all Multi-asset Funds With-Profit Funds 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. Share price information may be rounded up/down and therefore not entirely accurate. Always was, always will be Aboriginal land. ft. home is a 3 bed, 2.0 bath property. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Pricing for ETFs is the latest price and not "real time". 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. 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. 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. Sign in Why Zurich? Global Maintains exposure across all key regions to achieve a global strategic asset allocation #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. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. 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. Managed by Vanguard Asset Management, one of the worlds 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Indicative equity range: 50% - 75% of the value of the fund. 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 pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 2023 Morningstar. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. The 1,190 sq. 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. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. FT is not responsible for any use of content by you outside its scope as stated in the. 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. 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. 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. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. 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 Data delayed at least 60 minutes, as of Mar 03 2023. Do you have home, car, farm, van or business insurance? Are you a pensions, savings, investments or protection customer? Warning: The value of your investment may go down as well as up. Always was, always will be Aboriginal land. 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. Copyright 2023 Zurich Life Assurance plc. Zurich fund information (as at 31/01/2023) Launch date 01/03/1988 Current bid USD 6.672 Fund size(m) USD 244.92 (as at 31/01/2023) . Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Target market determinations are available on our website.More info. All managed funds data located on FT.com is subject to the. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Past performance is not a reliable indicator of future performance. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Returns are calculated net of all ongoing fees and any taxes payable by the fund. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. 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 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 We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Applications can only be made on the application form included in the current Product Disclosure Statement. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The risk profile of this investment choice is the middle of the five managed funds. The Zurich Investments Managed Growth Fund is a diversified portfolio of Australian and international shares, property securities, fixed interest securities, alternative investments, infrastructure, absolute return bonds and cash. 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). For all other plan numbers call: 0370 333 1500. Copyright 2023 Zurich Life Assurance plc. All Rights Reserved. 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. You shouldn't use past performance as a suggestion 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. 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.