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. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Indicative equity range: 50% - 75% of the value of the fund. Copyright 2023 Zurich Life Assurance plc. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. *Inception date is 2 April 1997, Managed Growth Funds recent performance. Global Thematic Share Fund - Zurich Australia Already a Zurich Life customer? You shouldn't use past performance as a suggestion You should consider these factors, the appropriateness of the information and the PDS before making a decision. 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). 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. For over 30 years we've been one of Ireland's most successful life insurance companies, and are committed to the provision of excellent customer service. 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. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. One of the best Lumpsum Investment plans in UAE - Zurich Simple Wealth 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. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. PDF Zurich International Life Managed Fund - The Financial Express Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Dimensional Fund Advisors Ltd., registered address 20 Triton Street, Regent's Place, London, NW1 3BF, Company Number 02569601, which is authorised and regulated by the Financial Conduct Authority - Firm Reference No.150100. Target market determinations are available on our website.More info. 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. 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. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Past performance is no guarantee of future results. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. By investing in property trusts listed on the ASX. 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. 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. Managed Funds | Zurich International 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 All managed funds data located on FT.com is subject to the. 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. 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. Data delayed at least 60 minutes, as of Mar 03 2023. Target market determinations are available on our website.More info. Warning: Benefits may be affected by changes in currency exchange rates. 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. 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. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Actively managed fund with investments in equities, bonds and cash. Please be advised that there may be delays in delivering unit prices during this time of market volatility. The chart shows how frequently the fund's 3M return is positive or negative. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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. Complete list of funds | Zurich Life Funds Zurich Managed AP Pension Fund - Financial Times Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Fund objective The US dollar Performance fund aims to provide long-term capital growth. The benchmark return shown is a gross return. Do you have home, car, farm, van or business insurance? 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. 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 Managed Bond Focused G4 AL Fund factsheet | Trustnet Sign in Why Zurich? The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. 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 offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Warning: Past performance is not a reliable guide to future performance. Copyright 2023 Zurich Life Assurance plc. Warning: The value of your investment may go down as well as up. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Warning: Past performance is not a reliable guide to future performance. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. The Performance Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities and equity-based financial instruments. Share price information may be rounded up/down and therefore not entirely accurate. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Zurich Insurance Group (ZFSVF) was downgraded to a Sell Rating at J.P Pricing for ETFs is the latest price and not "real time". Always was, always will be Aboriginal land. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Each bar is an observation period (the fund's return over the past 3M, at month's end). 940 Sandlewood Ct, Lake Zurich, IL 60047 | Zillow Warning: The value of your investment may go down as well as up. Past performance is not a reliable indicator of future performance. Managed Growth Fund - Zurich Australia The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, Hedged Concentrated Global Growth Share Fund, Zurich Investments Managed Growth Fund (APIR ZUR0059AU, ARSN 39 698 471 894), Zurich Investments Australian Property Securities Fund (APIR ZUR0064AU, ARSN 23 387 281 724), Zurich Investments Global Thematic Share Fund (APIR ZUR0061AU, ARSN 55 793 374 234), Zurich Investments Unhedged Global Thematic Share Fund (APIR ZUR0518AU, ARSN 14 616 405 994), Zurich Investments Concentrated Global Growth Fund (APRI ZUR0617AU, ARSN 607 947 937), Zurich Investments Hedged Global Growth Share Scheme (APIR ZUR0621AU, ARSN 641 121 360)), Both application and monies must be received by 3pm Sydney time on 30 December 2022. Investments are not available to residents of countries other than Australia. 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. Warning: Benefits may be affected by changes in currency exchange rates. . ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund Applications can only be made on the application form included in the current Product Disclosure Statement. 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. Data delayed at least 60 minutes, as of Mar 03 2023. The What you want to achieve with your investment.