Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. 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. 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. The chart shows how frequently the fund's 3M return is positive or negative. Before investing, you should decide: We have a wide range of funds to suit your investment needs. FT is not responsible for any use of content by you outside its scope as stated in the. #Please use the fund name links in the above table to locate the relevant inception date for each fund, Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Warning: The value of your investment may go down as well as up. 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. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. 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. Bronzeas at30 March 2022 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). All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Zurich Managed Funds Over 30 years of positive performance Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 2. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. A bond is essentially a loan. 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. We have a wide range of options to choose from, whatever stage you're at. 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. 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"). Always was, always will be Aboriginal land. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. 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. 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. Are you a pensions, savings, investments or protection customer? 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. 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. over rolling five year periods. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Over this period, the fund has delivered consistent and competitive returns for investors. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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. Data delayed at least 60 minutes, as of Mar 03 2023. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. 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 CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. Use our handy fund calculators to check fund performance and fund price. 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. We have a wide range of funds to suit your investment needs. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. 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.. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. We may record or monitor calls for training and quality purposes. 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. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. Each bar is an observation period (the fund's return over the past 3M, at month's end). 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. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. It's never too early - or late - to start putting a little aside for your future. Global Sustainability Core Equity(Dimensional). Established in Q4 of 1971, Western Asset Management is a California-based hedge fund manager, with offices in Pasadena, New York, London, Tokyo, Singapore, Hong Kong, Melbourne, Dubai, Zurich, and Sao Paulo. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Are you a pensions, savings, investments or protection customer? Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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. To get the best experience of the website we recommend that you upgrade your browser to one of the following; Chrome, Edge, Firefox or Safari. 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. 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. 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. Always was, always will be Aboriginal land. Zurich Managed Pn AP Sector: PN Mixed Investment 40-85% Shares View Factsheets Add to Basket Overview All Units Breakdown Group News Fund Objective Component failed to load Reload component. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. The fund is designed to reduce investment risk by diversifying across asset classes. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The information on this Site does not take into account your objectives, financial situations or needs. The funds are available in three currencies: US dollar, Euro and Sterling. Data delayed at least 60 minutes, as of Mar 03 2023. 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 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. All Rights Reserved. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. What you want to achieve with your investment. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset 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. 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. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. All Rights Reserved. Global Maintains exposure across all key regions to achieve a global strategic asset allocation 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. Warning: Benefits may be affected by changes in currency exchange rates. Indicative equity range: 20% - 50% of the value of the fund. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Warning: The value of your investment may go down as well as up. The company's shares closed yesterday at $481 . 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*. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Always was, always will be Aboriginal land. 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. It does not consider your personal financial circumstances, needs or objectives. All managed funds data located on FT.com is subject to the. 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. When you invest in a fund, we buy shares in a company on your behalf. 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. We offer a variety of managed funds to suit various risk profiles. By investing in property trusts listed on the ASX. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. 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 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. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. 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. Target market determinations are available on our website.More info. There are two types of fund portfolios to choose from. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Indicative equity range: 20% - 50% of the value of the fund. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. 2023 Morningstar. 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. 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. Are you a pensions, savings, investments or protection customer? 2023 Morningstar. Figures shown are rounded to two decimal places. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). #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. It also offers investors global diversification and the potential for long-term capital growth. What to invest your money in is a big decision. 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. Always was, always will be Aboriginal land. The funds aim is to produce above-market returns with lower-than-market risk. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of 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. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. The fund is managed by Threadneedle Asset Management Limited. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). 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. What levels of investment risk you're comfortable with. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. 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 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. Warning: The value of your investment may go down as well as up. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. Find out more information about our Retirement Planning Funds. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community.
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