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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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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. Data delayed at least 60 minutes, as of Mar 03 2023. 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. 567. 2023 Morningstar. Past performance is not a reliable indicator of future performance. Data delayed at least 60 minutes, as of Mar 03 2023. Always was, always will be Aboriginal land. 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. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Please be advised that there may be delays in delivering unit prices during this time of market volatility. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Managed by Vanguard Asset Management, one of the worlds 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. If you're new to investing, funds can be a daunting topic. 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. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). 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're part of the Zurich Insurance Group which is internationally rated AA/stable for Financial Strength, by Standard & Poor's, giving you peace of mind. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The information on this Site does not take into account your objectives, financial situations or needs. For all other plan numbers call: 0370 333 1500. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. A bond is essentially a loan. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Zurich Managed Funds Over 30 years of positive performance The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Zurich offers a range of managed investment funds covering a range of asset classes. 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 Global Maintains exposure across all key regions to achieve a global strategic asset allocation The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Investments are not available to residents of countries other than Australia. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. The funds aim is to produce above-market returns with lower-than-market risk. You shouldn't use past performance as a suggestion 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 Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Copyright 2023 Zurich Life Assurance plc. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Always was, always will be Aboriginal land. 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. 2. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. ft. home is a 3 bed, 2.0 bath property. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Pricing for ETFs is the latest price and not "real time". Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 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 on this Site does not take into account your objectives, financial situations or needs. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Already a Zurich Life customer? The information on this Site does not take into account your objectives, financial situations or needs. We may record or monitor calls for training and quality purposes. Our full range of funds 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's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Copyright 2023 Zurich Life Assurance plc. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Do you have home, car, farm, van or business insurance? Always was, always will be Aboriginal land. Pricing for ETFs is the latest price and not "real time". 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. We offer a variety of managed funds to suit various risk profiles. 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. 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. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. With-Profits funds are a type of pooled investment fund. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. 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. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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 Life Assurance plc is registered in Ireland under number 58098. Use our handy fund calculators to check fund performance and fund price. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 12022 Morningstar, Inc. All rights reserved. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Over this period, the fund has delivered consistent and competitive returns for investors. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. 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. 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. 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 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. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. 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. 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. . The It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. 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. 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. Fund objective The US dollar Performance fund aims to provide long-term capital growth. 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 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. Warning: Benefits may be affected by changes in currency exchange rates. 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). 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. All managed funds data located on FT.com is subject to the. Our Managed funds have performed consistently over the last 32 years. 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. 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. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Always was, always will be Aboriginal land. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. It's never too early - or late - to start putting a little aside for your future. 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. Before investing, you should decide: We have a wide range of funds to suit your investment needs. It does not consider your personal financial circumstances, needs or objectives. 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 information on this Site does not take into account your objectives, financial situations or needs. The fund is managed by Threadneedle Asset Management Limited. 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. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. FT is not responsible for any use of content by you outside its scope as stated in the. Show all Multi-asset Funds With-Profit Funds Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. 0370 241 6950. 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. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. 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 Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. 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 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. 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. 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*. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Indicative equity range: 20% - 50% of the value of the fund. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. We've made it happen. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. We launched the Zurich Managed fund range in March 1988 with the goal to simplify the investment process for our customers and help them achieve their financial goals. 2023 Morningstar. #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. We may record or monitor calls for training and quality purposes. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. All Rights Reserved. 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. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. 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. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. The 1,190 sq. The benchmark return shown is a gross return. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. All managed funds data located on FT.com is subject to the. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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). 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. Past performance is no guarantee of future results. 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. Past performance is no guarantee of future results. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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.

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