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It does not consider your personal financial circumstances, needs or objectives. Each bar is an observation period (the fund's return over the past 3M, at month's end). 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. 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 funds are available in three currencies: US dollar, Euro and Sterling. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. 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. Western Asset Management Fund Manager Profile | Preqin Fund objective The US dollar Performance fund aims to provide long-term capital growth. 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. 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. When you invest in a fund, we buy shares in a company on your behalf. 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 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. Warning: Benefits may be affected by changes in currency exchange rates. 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. 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. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Always was, always will be Aboriginal land. 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. Performance and pricing | Zurich Australia Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. 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. The fund is managed by Threadneedle Asset Management Limited. 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. 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. Rest of World Vista and IWA customers - Zurich International 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 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 data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. All managed funds data located on FT.com is subject to the. 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 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Copyright 2023 Zurich Life Assurance plc. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. What you want to achieve with your investment. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Zurich Life Assurance plc is registered in Ireland under number 58098. Past performance is no guarantee of future results. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. The information on this Site does not take into account your objectives, financial situations or needs. Zurich Managed Pn AP Fund factsheet | Trustnet Bronzeas at30 March 2022 The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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). 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. Read the Zurich Risk Profile Funds Brochure. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Applications can only be made on the application form included in the current Product Disclosure Statement. Robust Choice of Investment Funds . The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. 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. 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). A bond is essentially a loan. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. PDF Over 30 years of positive performance - Zurich Insurance Company UAE Investment options and funds | Zurich Life Share price information may be rounded up/down and therefore not entirely accurate. Show all Multi-asset Funds With-Profit Funds 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. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. FT is not responsible for any use of content by you outside its scope as stated in the. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. 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. 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 exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Figures shown are rounded to two decimal places. The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. We 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. 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. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. 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 Actively managed fund with investments in equities, bonds and cash. For all other plan numbers call: 0370 333 1500. We've made it happen. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Performance and pricing - Zurich Australia 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. To obtain advice tailored to your situation, contact a professional financial adviser. Over this period, the fund has delivered consistent and competitive returns for investors. It also offers investors global diversification and the potential for long-term capital growth. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Zurich Managed Acc 3/4 AL Life - markets.ft.com 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. All Rights Reserved. Indicative equity range: 20% - 50% of the value of the fund. All Rights Reserved. Manage my investments | Pensions and Investments | Zurich As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. It's never too early - or late - to start putting a little aside for your future. Investment documents and forms - Zurich Australia How long you're happy to invest your money for. over rolling five year periods. 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. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . Past performance is no guarantee of future results. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. 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. Warning: The value of your investment may go down as well as up. Pricing for ETFs is the latest price and not "real time". Global Sustainability Core Equity(Dimensional). All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Warning: Benefits may be affected by changes in currency exchange rates. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. All managed funds data located on FT.com is subject to the. Please complete and lodge the Application Form available below. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. 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. Cookies help us improve your website experience. Zurich offers a range of managed investment funds covering a range of asset classes. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Maintains exposure across all key regions to achieve a global strategic asset allocation, Achieve a true broad diversification through different asset class selection, Automatic rebalancing and transparency, which together carefully balances risk, return and cost. 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. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. You shouldn't use past performance as a suggestion Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Equity funds are shares issued by a public limited company and traded on the stock market. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. If you're new to investing, funds can be a daunting topic. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. The information on this Site does not take into account your objectives, financial situations or needs. The fund is designed to reduce investment risk by diversifying across asset classes. Zurich Managed AP Pension Fund - Financial Times Are you a pensions, savings, investments or protection customer? An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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 Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. If you've got questions about investing in funds, check out our help and support section. 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. 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). Zurich Managed Pn EP 1 Fund factsheet | Trustnet The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. Complete list of funds | Zurich Life Funds There are two types of fund portfolios to choose from. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Indicative equity range: 65% - 90% of the value of the fund. 0370 241 6950. 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. Find out more information about our Retirement Planning Funds. 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. PDF US dollar Adventurous - The Financial Express Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Investments are not available to residents of countries other than Australia. View the latest performance, income distribution and unit prices of Zurich Investments funds here. 12022 Morningstar, Inc. All rights reserved. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Plans starting with 'P' and including DL, DK, DKA, VA or VB - Zurich 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. 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. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Copyright 2023 Zurich Life Assurance plc. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. Global Maintains exposure across all key regions to achieve a global strategic asset allocation 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. 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. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Investments - Zurich Australia In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Indicative equity range: 50% - 75% of the value of the fund. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 2023 Morningstar. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. You should consider these factors, the appropriateness of the information and the PDS before making a decision. 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. Welcome to My Zurich - Zurich Australia 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) #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 videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 2023 Morningstar. 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. FT is not responsible for any use of content by you outside its scope as stated in the. ft. home is a 3 bed, 2.0 bath property. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. We may record or monitor calls for training and quality purposes. 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.