Managed Funds | Zurich Life Funds Copyright 2023 Zurich Life Assurance plc. Indicative equity range: 65% - 90% of the value of the fund. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. We offer a variety of managed funds to suit various risk profiles. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). PDF Flexible retirement benefits for globally mobile employees 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"). 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). Are you a pensions, savings, investments or protection 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. Figures shown are rounded to two decimal places. 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 fund is managed by Threadneedle Asset Management Limited. 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. A bond is essentially a loan. 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. Past performance is no guarantee of future results. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. By investing in property trusts listed on the ASX. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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. Manage my investments | Pensions and Investments | Zurich Managed Funds | Zurich International Target market determinations are available on our website.More info. 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. View more property details, sales history and Zestimate data on Zillow. 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Global Sustainability Core Equity(Dimensional). There are two types of fund portfolios to choose from. Warning: Benefits may be affected by changes in currency exchange rates. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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 Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Zurich Managed 1% AP Pension Fund - Morningstar This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. All managed funds data located on FT.com is subject to the. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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: Benefits may be affected by changes in currency exchange rates. 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 investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Sign in Why Zurich? 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. Actively managed fund with investments in equities, bonds and cash. Warning: Benefits may be affected by changes in currency exchange rates. Pricing for ETFs is the latest price and not "real time". 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. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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 Managed Funds Over 30 years of positive performance 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. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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). 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. 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 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. Indicative equity range: 20% - 50% of the value of the fund. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a . In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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. 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 latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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 940 Sandlewood Ct, Lake Zurich, IL 60047 | Zillow 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. 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. Zurich Managed AP Pension Fund - Financial Times Data delayed at least 60 minutes, as of Mar 03 2023. Past performance is not a reliable indicator of future performance. 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. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. It does not consider your personal financial circumstances, needs or objectives. 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. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. The 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. To obtain advice tailored to your situation, contact a professional financial adviser. 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 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. Show all Multi-asset Funds With-Profit Funds Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Warning: Past performance is not a reliable guide to future performance. Warning: If you invest in these funds you may lose some or all of the money you invest. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. Indicative equity range: 20% - 50% of the value of the fund. What to invest your money in is a big decision. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Already a Zurich Life customer? Equity funds are shares issued by a public limited company and traded on the stock market. Past performance does not necessarily indicate a financial products future performance. Target market determinations are available on our website.More info. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Zurich Life Assurance plc is registered in Ireland under number 58098. Figures shown are rounded to two decimal places. 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 Life Assurance plc is regulated by the Central Bank of Ireland. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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. Established in Q4 of 1971, Western Asset Management is a California-based hedge fund manager, with offices in Pasadena, New York, London, Tokyo, Singapore, Hong Kong, Melbourne, Dubai, Zurich, and Sao Paulo. We've made it happen. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. With-Profits funds are a type of pooled investment fund. Our Managed funds have performed consistently over the last 32 years. Welcome to My Zurich - Zurich Australia Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. We have a wide range of funds to suit your investment needs. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Investment documents and forms - Zurich Australia When you invest in a fund, we buy shares in a company on your behalf. Total Staff. 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. Zurich offers a range of managed investment funds covering a range of asset classes. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Find out more information about our Retirement Planning Funds. 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. 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. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Zurich Managed Bond Focused G4 AL Fund factsheet | Trustnet 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Target market determinations are available on our website.More info. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Data delayed at least 60 minutes, as of Mar 03 2023. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download.

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