Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. 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. Copyright 2023 Zurich Life Assurance plc. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Zurich International Life Managed Fund February 2023 Zurich fund information (as at 31/01/2023) Launch date 01/02/2016 Current bid GBP 2.045 Fund size(m) GBP 390.93 (as at 31/01/2023) FE sector Mixed Investment 40%-85% Shares Fund currency GBP Fund manager Alex Lyle Investment house Columbia Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. In the meantime, for any unit pricing related inquiries, please emailshared.services@zurich.com.au, Click below to access the latest Zurich Investments Fund reports, *(net dividends reinvested) FT is not responsible for any use of content by you outside its scope as stated in the. The Global Growth Share Fund is recommended by this leading research houses: Recommended Zurich Life Assurance plc is registered in Ireland under number 58098. It's never too early - or late - to start putting a little aside for your future. Data delayed at least 60 minutes, as of Mar 03 2023. Warning: Benefits may be affected by changes in currency exchange rates. What to invest your money in is a big decision. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. What you want to achieve with your investment. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Always was, always will be Aboriginal land. 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. Always was, always will be Aboriginal land. 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. Past performance is no guarantee of future results. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Copyright 2023 Zurich Life Assurance plc. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Always was, always will be Aboriginal land. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. The fund aims to provide investors with capital growth and some income over the medium to long term and provide exposure across a range of asset classes. 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. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. Warning: The value of your investment may go down as well as up. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 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 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. If you've got questions about investing in funds, check out our help and support section. Zurich Life Assurance plc is registered in Ireland under number 58098. 2. Returns are calculated net of all ongoing fees and any taxes payable by 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). Always was, always will be Aboriginal land. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Indicative equity range: 65% - 90% of the value of the fund. 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. Cookies help us improve your website experience. The risk profile of this investment choice is the middle of the five managed funds. The chart shows how frequently the fund's 3M return is positive or negative. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. 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. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Pricing for ETFs is the latest price and not "real time". 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. 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. 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). Share price information may be rounded up/down and therefore not entirely accurate. 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*. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. The information on this Site does not take into account your objectives, financial situations or needs. 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. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. You shouldn't use past performance as a suggestion 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. Figures shown are rounded to two decimal places. The information on this Site does not take into account your objectives, financial situations or needs. 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. What levels of investment risk you're comfortable with. Zurich offers a range of managed investment funds covering a range of asset classes. The benchmark return shown is a gross return. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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 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. 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. The benchmark return shown is a gross return. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. profile of this investment choice is the highest of the five managed funds.The exposure to equities is generally higher than that of the other investment choices in the Managed range, with a lower Please complete and lodge the Application Form available below. Indicative equity range: 50% - 75% of the value of the fund. The 1,190 sq. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 567. 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. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Please be advised that there may be delays in delivering unit prices during this time of market volatility. 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. 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. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. Fund information This investment choice is a portfolio internally managed by Zurich on a . Are you a pensions, savings, investments or protection customer? Designed to reduce risk in investor portfolios through diversification, it aims to deliver both capital growth and some income over the medium-to-long term. 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. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. 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. 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. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. By investing in property trusts listed on the ASX. ft. home is a 3 bed, 2.0 bath property. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). All managed funds data located on FT.com is subject to the. 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. Are you a pensions, savings, investments or protection customer? Warning: The value of your investment may go down as well as up. Robust Choice of Investment Funds . Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. 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. All Rights Reserved. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. We offer a variety of managed funds to suit various risk profiles. 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. Zurich Managed Funds Over 30 years of positive performance Past performance does not necessarily indicate a financial products future performance. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Pricing for ETFs is the latest price and not "real time". We may record or monitor calls for training and quality purposes. The funds are available in three currencies: US dollar, Euro and Sterling. Target market determinations are available on our website.More info. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our full range of funds Already a Zurich Life customer? Pricing for ETFs is the latest price and not "real time". It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Equity funds are shares issued by a public limited company and traded on the stock market. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. 12022 Morningstar, Inc. All rights reserved. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Target market determinations are available on our website.More info. 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. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. 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 chart shows how frequently the fund's 3M return is positive or negative. 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. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. 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. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Indicative equity range: 20% - 50% of the value of the fund. 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 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 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. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Copyright 2023 Zurich Life Assurance plc. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. 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. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Actively managed fund with investments in equities, bonds and cash. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. #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. Sign in Why Zurich? 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. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. It does not consider your personal financial circumstances, needs or objectives. Data delayed at least 60 minutes, as of Mar 03 2023. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 0370 241 6950. All Rights Reserved. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Read the Zurich Risk Profile Funds Brochure. 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. 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. How long you're happy to invest your money for. 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. Investments are not available to residents of countries other than Australia. 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. Share price information may be rounded up/down and therefore not entirely accurate. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Data delayed at least 60 minutes, as of Mar 03 2023. over rolling five year periods. Use our handy fund calculators to check fund performance and fund price. The funds aim is to produce above-market returns with lower-than-market risk. 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. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. We have a wide range of options to choose from, whatever stage you're at. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Do you have home, car, farm, van or business insurance? View the latest performance, income distribution and unit prices of Zurich Investments funds here. 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. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. There are two types of fund portfolios to choose from. Total Staff. Past performance is not a reliable indicator of future performance. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. For all other plan numbers call: 0370 333 1500. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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. 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.

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