Past performance does not necessarily indicate a financial products future performance. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. 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. Data delayed at least 60 minutes, as of Mar 03 2023. 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). 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 Managed funds Back Australian Property Securities Fund Global Growth Share Fund Concentrated Global Growth Fund Global Thematic Share Fund Global Thematic Focus Fund Healthcare Impact Fund Managed Growth Fund Superannuation Back Planning for retirement Zurich Account-Based Pension The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 2. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Past performance is no guarantee of future results. Zurich Life Assurance plc is registered in Ireland under number 58098. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. 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. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Warning: If you invest in these funds you may lose some or all of the money you invest. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 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. You shouldn't use past performance as a suggestion Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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 offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Warning: The value of your investment may go down as well as up. 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. 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) . Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. Indicative equity range: 50% - 75% of the value of the fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Over this period, the fund has delivered consistent and competitive returns for investors. 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. The 1,190 sq. Fund objective The US dollar Performance fund aims to provide long-term capital growth. 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. How long you're happy to invest your money for. 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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 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. Always was, always will be Aboriginal land. What to invest your money in is a big decision. *Inception date is 2 April 1997, Managed Growth Funds recent performance. 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. The benchmark return shown is a gross return. It also offers investors global diversification and the potential for long-term capital growth. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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 funds aim is to produce above-market returns with lower-than-market risk. Its aimed at investors seeking long-term capital growth through international securities, with stocks are typically sourced from the top half of Zurichs Global Growth Share Fund. There are two types of fund portfolios to choose from. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Pricing for ETFs is the latest price and not "real time". Each bar is an observation period (the fund's return over the past 3M, at month's end). 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. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. We've made it happen. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Indicative equity range: 65% - 90% of the value of the fund. View more property details, sales history and Zestimate data on Zillow. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Zurich Life Assurance plc is registered in Ireland under number 58098. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. All managed funds data located on FT.com is subject to the. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. With-Profits funds are a type of pooled investment fund. ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and. All Rights Reserved. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf We may record or monitor calls for training and quality purposes. Warning: Benefits may be affected by changes in currency exchange rates. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich offers a range of managed investment funds covering a range of asset classes. A bond is essentially a loan. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Do you have home, car, farm, van or business insurance? Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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 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. Copyright 2023 Zurich Life Assurance plc. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Pricing for ETFs is the latest price and not "real time". Bronzeas at30 March 2022 ft. home is a 3 bed, 2.0 bath property. 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. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Read the Zurich Risk Profile Funds Brochure. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Share price information may be rounded up/down and therefore not entirely accurate. We offer a variety of managed funds to suit various risk profiles. Zurich Managed Funds Over 30 years of positive performance The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Are you a pensions, savings, investments or protection customer? When you invest in a fund, we buy shares in a company on your behalf. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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 pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Warning: Past performance is not a reliable guide to future performance. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. For all other plan numbers call: 0370 333 1500. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Figures shown are rounded to two decimal places. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. All managed funds data located on FT.com is subject to the. We have a wide range of options to choose from, whatever stage you're at. If you're new to investing, funds can be a daunting topic. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The fund is designed to reduce investment risk by diversifying across asset classes. Past performance is not a reliable indicator of future performance. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. 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 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. We may record or monitor calls for training and quality purposes. The information on this Site does not take into account your objectives, financial situations or needs. Already a Zurich Life customer? 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 Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. 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 US dollar Blue Chip fund aims to provide the potential for medium-to-long-term growth and invests in equities and a proportion of fixed-interest securities. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. 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. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Please complete and lodge the Application Form available below. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Data delayed at least 60 minutes, as of Mar 03 2023. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. 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 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 Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. What you want to achieve with your investment. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Warning: If you invest in these funds you may lose some or all of the money you invest. The information on this Site does not take into account your objectives, financial situations or needs. Past performance is no guarantee of future results. 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. Equity funds are shares issued by a public limited company and traded on the stock market. it offers exposure to a range of sectors including retail, commercial and industrial property securities. #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 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 All Rights Reserved. 567. 0370 241 6950. 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. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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: The value of your investment may go down as well as up. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Applications can only be made on the application form included in the current Product Disclosure Statement. The chart shows how frequently the fund's 3M return is positive or negative. Returns are calculated net of all ongoing fees and any taxes payable by the fund. If you've got questions about investing in funds, check out our help and support section. Always was, always will be Aboriginal land. 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. The chart shows how frequently the fund's 3M return is positive or negative. #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. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines 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. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. 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. Are you a pensions, savings, investments or protection customer? . 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. 12022 Morningstar, Inc. All rights reserved. Copyright 2023 Zurich Life Assurance plc. Warning: Benefits may be affected by changes in currency exchange rates. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 2023 Morningstar. Total Staff. Pricing for ETFs is the latest price and not "real time". 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. 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. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. 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. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. 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 Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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.
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