The chart shows how frequently the fund's 3M return is positive or negative. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. 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. 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. FT is not responsible for any use of content by you outside its scope as stated in the. In todays' digital age, investment platforms are literally drowning you with overwhelming choice, making it difficult to build a portfolio for short, medium and, long-term goals. 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. 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. Copyright 2023 Zurich Life Assurance plc. Zurich Managed Funds Over 30 years of positive performance over rolling five year periods. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. All Rights Reserved. Zurich Life Assurance plc is registered in Ireland under number 58098. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Global Maintains exposure across all key regions to achieve a global strategic asset allocation The information on this Site does not take into account your objectives, financial situations or needs. What to invest your money in is a big decision. 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. We may record or monitor calls for training and quality purposes. 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. Robust Choice of Investment Funds . 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. The company's shares closed yesterday at $481 . 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 Equity funds are shares issued by a public limited company and traded on the stock market. Data delayed at least 60 minutes, as of Mar 03 2023. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Our Managed funds have performed consistently over the last 32 years. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. All Rights Reserved. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. 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. 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. Past performance is no guarantee of future results. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. It's never too early - or late - to start putting a little aside for your future. Target market determinations are available on our website.More info. The 1,190 sq. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Warning: The value of your investment may go down as well as up. Share price information may be rounded up/down and therefore not entirely accurate. 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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 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. All managed funds data located on FT.com is subject to the. Find out more information about our Retirement Planning Funds. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Past performance is no guarantee of future results. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. #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. Actively managed fund with investments in equities, bonds and cash. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. 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 publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. The risk profile of this investment choice is the middle of the five managed funds. Warning: The value of your investment may go down as well as up. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. 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. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Please complete and lodge the Application Form available below. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. 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. To obtain advice tailored to your situation, contact a professional financial adviser. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. Our strategic investment partner, American Century Investments, manages the fund with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. This 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. 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). It also offers investors global diversification and the potential for long-term capital growth. Figures shown are rounded to two decimal places. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. The funds are available in three currencies: US dollar, Euro and Sterling. Already a Zurich Life customer? 2. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Warning: If you invest in these funds you may lose some or all of the money you invest. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. 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 Before investing, you should decide: We have a wide range of funds to suit your investment needs. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. Share price information may be rounded up/down and therefore not entirely accurate. Investments are not available to residents of countries other than Australia. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Indicative equity range: 20% - 50% of the value of the fund. 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. Indicative equity range: 65% - 90% of the value of the fund. 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 consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. FT is not responsible for any use of content by you outside its scope as stated in the. If you're new to investing, funds can be a daunting topic. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. You should consider these factors, the appropriateness of the information and the PDS before making a decision. 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 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). The benchmark return shown is a gross return. Past performance is no guarantee of future results. 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. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Figures shown are rounded to two decimal places. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 567. 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. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Applications can only be made on the application form included in the current Product Disclosure Statement. Our full range of funds 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.

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