#The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (Zenith) rating (assigned ZUR0580AU November 2021, ZUR0581AU November 2021) referred to in this piece is limited to General Advice (s766B Corporations Act 2001) for Wholesale clients only. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Complete list of funds | Zurich Life Funds Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. The information on this Site does not take into account your objectives, financial situations or needs. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Data delayed at least 60 minutes, as of Mar 03 2023. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Use our handy fund calculators to check fund performance and fund price. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. It's never too early - or late - to start putting a little aside for your future. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Our full range of funds 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. 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. Zurich Managed Pn EP 1 Fund factsheet | Trustnet The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Warning: The value of your investment may go down as well as up. *Inception date is 2 April 1997, Managed Growth Funds recent performance. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. The funds aim is to produce above-market returns with lower-than-market risk. 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 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. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. Do you have home, car, farm, van or business insurance? Pricing for ETFs is the latest price and not "real time". Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Copyright 2023 Zurich Life Assurance plc. We offer a variety of managed funds to suit various risk profiles. Cookies help us improve your website experience. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. Zurich Managed Funds Over 30 years of positive performance In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Equity funds are shares issued by a public limited company and traded on the stock market. Robust Choice of Investment 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 videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. 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 Warning: If you invest in these funds you may lose some or all of the money you invest. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. Target market determinations are available on our website.More info. Warning: Benefits may be affected by changes in currency exchange rates. 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. Investment documents and forms - Zurich Australia Find out more information about our Retirement Planning Funds. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). The funds are available in three currencies: US dollar, Euro and Sterling. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. 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. 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 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Indicative equity range: 50% - 75% of the value of the fund. 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. What you want to achieve with your investment. Always was, always will be Aboriginal land. Already a Zurich Life customer? 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. 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. Actively managed fund with investments in equities, bonds and cash. 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. 0370 241 6950. 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. 567. . The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. When you invest in a fund, we buy shares in a company on your behalf. Over this period, the fund has delivered consistent and competitive returns for investors. By investing in property trusts listed on the ASX. FT is not responsible for any use of content by you outside its scope as stated in the. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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). Indicative equity range: 20% - 50% of the value of the fund. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Warning: Benefits may be affected by changes in currency exchange rates. Fund information This investment choice is a portfolio internally managed by Zurich on a . Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. It does not consider your personal financial circumstances, needs or objectives. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The fund is managed by Threadneedle Asset Management Limited. Past performance is no guarantee of future results. 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. Zurich Managed Acc 3/4 AL Life - markets.ft.com Data delayed at least 60 minutes, as of Mar 03 2023. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. We have a wide range of funds to suit your investment needs. over rolling five year periods. 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. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Performance and pricing | Zurich Australia ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund View the latest performance, income distribution and unit prices of Zurich Investments funds here. 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. 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. 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. 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) . We have a wide range of funds to suit your investment needs. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Copyright 2023 Zurich Life Assurance plc. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. 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. 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. Over this period, the fund has delivered consistent and competitive returns for investors. The benchmark return shown is a gross return. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. FT is not responsible for any use of content by you outside its scope as stated in the. Warning: The value of your investment may go down as well as up. Are you a pensions, savings, investments or protection customer? Share price information may be rounded up/down and therefore not entirely accurate. Zurich Managed Bond Focused G4 AL Fund factsheet | Trustnet The chart shows how frequently the fund's 3M return is positive or negative. ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and. We may record or monitor calls for training and quality purposes. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). To obtain advice tailored to your situation, contact a professional financial adviser. Zurich offers a range of managed investment funds covering a range of asset classes. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. 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. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Neither Zurich Investments Management Limited ABN 56063278400 AFSL 232511 GINN FVHHKJ.00012.ME.036 nor any of its related entities, employees or directors give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Each bar is an observation period (the fund's return over the past 3M, at month's end). A bond is essentially a loan. 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. 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. To invest directly in a Zurich Investments fund you need to read the fund's PDS and Additional Information Guide, which forms part of the PDS. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. 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. 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 Managed AP Pension Fund - Financial Times 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. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Zurich Life Assurance plc is registered in Ireland under number 58098. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. 2023 Morningstar. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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 Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. All managed funds data located on FT.com is subject to the. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Show all Multi-asset Funds With-Profit Funds Zurich Managed Equity Pn AP Fund factsheet | Trustnet 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. it offers exposure to a range of sectors including retail, commercial and industrial property securities. 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. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. 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. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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. Fund objective The US dollar Performance fund aims to provide long-term capital growth. Bronzeas at30 March 2022 Managed funds - Zurich Australia The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. 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). ft. home is a 3 bed, 2.0 bath property. Global Sustainability Core Equity(Dimensional). 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. Its designed for long-term investors who want to diversify their portfolios while gaining access to stocks that have the potential to outperform as their earnings growth accelerates. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Target market determinations are available on our website.More info. Managed Funds | Zurich Life Funds Do you have home, car, farm, van or business insurance? Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Zurich Life Assurance plc is registered in Ireland under number 58098. Zurich Managed AP Pension Fund - Financial Times Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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 PDF US dollar Blue Chip - The Financial Express Once you've decided to save with Zurich International Life, it's important to understand a little more about the types of investment you can make. Share price information may be rounded up/down and therefore not entirely accurate. Managed Funds | Zurich International Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Already a Zurich Life customer? At Zurich Investments, weve been partneringwith leadingfund managers around the worldfor over 40 years.Through these partnerships,advisers and investorsgainexclusive access to specialist managers recognised asexperts in their fields., We believe that successful investingcomesfromunderstandingthe factors that influence returns for different investments in different markets.Thats why ourmanaged funds cover a range of asset classes and are suitable for a variety of investment objectives.And because ourfunds areindependentlyrated byAustralias leading investment research firms,you knowyourein safe hands.. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. If you've got questions about investing in funds, check out our help and support section. Welcome to My Zurich - Zurich Australia BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. All managed funds data located on FT.com is subject to the. 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. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. Past performance is no guarantee of future results. We may record or monitor calls for training and quality purposes. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Always was, always will be Aboriginal land. The company's shares closed yesterday at $481 . 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. Zurich Managed AL Fund factsheet | Trustnet 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 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. You should consider these factors, the appropriateness of the information and the PDS before making a decision. How long you're happy to invest your money for. 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. Warning: Past performance is not a reliable guide to future performance. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). FT is not responsible for any use of content by you outside its scope as stated in the. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Past performance is no guarantee of future results. 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. The information on this Site does not take into account your objectives, financial situations or needs. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture.

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