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. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. By investing in property trusts listed on the ASX. 0370 241 6950. 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. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Indicative equity range: 50% - 75% of the value of the fund. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Zurich Life Assurance plc is registered in Ireland under number 58098. Past performance is no guarantee of future results. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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. Applications can only be made on the application form included in the current Product Disclosure Statement. FT is not responsible for any use of content by you outside its scope as stated in the. 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. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. 2023 Morningstar. Warning: The value of your investment may go down as well as up. 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. 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. 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 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*. 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). Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. 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. To obtain advice tailored to your situation, contact a professional financial adviser. 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 Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. The funds aim is to produce above-market returns with lower-than-market risk. The information on this Site does not take into account your objectives, financial situations or needs. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. 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 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Pricing for ETFs is the latest price and not "real time". We've made it happen. View the latest performance, income distribution and unit prices of Zurich Investments funds here. An actively managed fund investing in a 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). An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Before investing, you should decide: We have a wide range of funds to suit your investment needs. For all other plan numbers call: 0370 333 1500. If you're new to investing, funds can be a daunting topic. Past performance is no guarantee of future results. Use our handy fund calculators to check fund performance and fund price. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. It also offers investors global diversification and the potential for long-term capital growth. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Warning: The value of your investment may go down as well as up. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Copyright 2023 Zurich Life Assurance plc. There are two types of fund portfolios to choose from. Already a Zurich Life customer? Bronzeas at30 March 2022 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 Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. Copyright 2023 Zurich Life Assurance plc. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Our Managed funds have performed consistently over the last 32 years. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. 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. You should consider these factors, the appropriateness of the information and the PDS before making a decision. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. Share price information may be rounded up/down and therefore not entirely accurate. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. What you want to achieve with your investment. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Fund information This investment choice is a portfolio internally managed by Zurich on a . It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 2023 Morningstar. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. Total Staff. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. Over this period, the fund has delivered consistent and competitive returns for investors. The chart shows how frequently the fund's 3M return is positive or negative. This notice is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232 511, as the responsible entity of the fund(s). We may record or monitor calls for training and quality purposes. When you invest in a fund, we buy shares in a company on your behalf. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Zurich Life Assurance plc is registered in Ireland under number 58098. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. We may record or monitor calls for training and quality purposes. All managed funds data located on FT.com is subject to the. We have a wide range of funds to suit your investment needs. Warning: Benefits may be affected by changes in currency exchange rates. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. . You shouldn't use past performance as a suggestion 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 it offers exposure to a range of sectors including retail, commercial and industrial property securities. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. 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 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. Always was, always will be Aboriginal land. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Figures shown are rounded to two decimal places. 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. 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. 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. 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 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. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. Do you have home, car, farm, van or business insurance? Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. 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. Pricing for ETFs is the latest price and not "real time". Fund objective The US dollar Performance fund aims to provide long-term capital growth. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Each bar is an observation period (the fund's return over the past 3M, at month's end). 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 benchmark return shown is a gross return. 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. 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). Warning: Benefits may be affected by changes in currency exchange rates. What to invest your money in is a big decision. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. 12022 Morningstar, Inc. All rights reserved. The 1,190 sq. Cookies help us improve your website experience. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Over this period, the fund has delivered consistent and competitive returns for 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. Equity funds are shares issued by a public limited company and traded on the stock market. 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. 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. 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 Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. 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 risk profile of this investment choice is the middle of the five managed funds. Warning: Benefits may be affected by changes in currency exchange rates. 2023 Morningstar. 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 offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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. Zurich offers a range of managed investment funds covering a range of asset classes. Investments are not available to residents of countries other than Australia. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Are you a pensions, savings, investments or protection customer? 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. 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 fund is designed to reduce investment risk by diversifying across asset classes. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Always was, always will be Aboriginal land. 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) . The benchmark return shown is a gross return. 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. 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. FT is not responsible for any use of content by you outside its scope as stated in 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. 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. Show all Multi-asset Funds With-Profit Funds Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Do you have home, car, farm, van or business insurance? 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. All managed funds data located on FT.com is subject to the. 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. 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. How long you're happy to invest your money for. 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 have a wide range of funds to suit your investment needs. Indicative equity range: 20% - 50% of the value of the fund. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Target market determinations are available on our website.More info. 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. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). 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. Data delayed at least 60 minutes, as of Mar 03 2023. 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. 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 *Inception date is 2 April 1997, Managed Growth Funds recent performance. Robust Choice of Investment Funds . Warning: The value of your investment may go down as well as up. 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. 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. 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. 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. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Are you a pensions, savings, investments or protection customer?
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