Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. The chart shows how frequently the fund's 3M return is positive or negative. 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. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. FT is not responsible for any use of content by you outside its scope as stated in the. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. We have a wide range of options to choose from, whatever stage you're at. The information on this Site does not take into account your objectives, financial situations or needs. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. The Performance Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified portfolio of global equities and equity-based financial instruments. Warning: Past performance is not a reliable guide to future performance. Zurich Life Assurance plc is registered in Ireland under number 58098. All managed funds data located on FT.com is subject to the. There are two types of fund portfolios to choose from. The chart shows how frequently the fund's 3M return is positive or negative. 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. 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. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. The fund is suited to investors with an investment horizon of five years or more, who are seeking long-term capital growth from international stocks. 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. 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. 2023 Morningstar. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. 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. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. The fund is managed by Threadneedle Asset Management Limited. 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 You should consider these factors, the appropriateness of the information and the PDS before making a decision. Use our handy fund calculators to check fund performance and fund price. All managed funds data located on FT.com is subject to the. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. #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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). All content on FT.com is for your general information and use only and is not intended to address your particular requirements. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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). The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Target market determinations are available on our website.More info. over rolling five year periods. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Actively managed fund with investments in equities, bonds and cash. Target market determinations are available on our website.More info. 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. 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. 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. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). View the latest performance, income distribution and unit prices of Zurich Investments funds here. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Warning: If you invest in these funds you may lose some or all of the money you invest. All Rights Reserved. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Indicative equity range: 20% - 50% of the value of the fund. 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. 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. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Indicative equity range: 65% - 90% of the value of the fund. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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 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. 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. Read the Zurich Risk Profile Funds Brochure. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. 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 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. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf 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. 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 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. Total Staff. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Our full range of funds it offers exposure to a range of sectors including retail, commercial and industrial property securities. 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. 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. 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 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 on this Site does not take into account your objectives, financial situations or needs. The information on this Site does not take into account your objectives, financial situations or needs. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 567. 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. Are you a pensions, savings, investments or protection customer? Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines The benchmark return shown is a gross return. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. 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 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. We may record or monitor calls for training and quality purposes. Past performance is not a reliable indicator of future performance. Zurich offers a range of managed investment funds covering a range of asset classes. Please complete and lodge the Application Form available below. 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 information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 0370 241 6950. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the, Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, American Century Investment Management, Inc, Insight Investment Management (Global) Limited, Schroder Investment Management Australia Limited, AllianceBernstein Investment Management Australia Limited. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. We offer a variety of managed funds to suit various risk profiles. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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 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. FT is not responsible for any use of content by you outside its scope as stated in the. Always was, always will be Aboriginal land. To obtain advice tailored to your situation, contact a professional financial adviser. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Our Managed funds have performed consistently over the last 32 years. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Copyright 2023 Zurich Life Assurance plc. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. If you've got questions about investing in funds, check out our help and support section. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. 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 Warning: If you invest in these funds you may lose some or all of the money you invest. 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. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). 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. 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. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. 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. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. 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. Do you have home, car, farm, van or business insurance? Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). We have a wide range of funds to suit your investment needs. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Warning: The value of your investment may go down as well as up. Warning: Past performance is not a reliable guide to future performance. We've made it happen. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Share price information may be rounded up/down and therefore not entirely accurate. The funds aim is to produce above-market returns with lower-than-market risk. 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. 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. 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) . An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Robust Choice of Investment Funds . Do you have home, car, farm, van or business insurance? ft. home is a 3 bed, 2.0 bath property. 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. Warning: Benefits may be affected by changes in currency exchange rates. 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. What to invest your money in is a big decision. 12022 Morningstar, Inc. All rights reserved. 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. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. 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. 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. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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: The value of your investment may go down as well as up. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. The Global Growth Share Fund is recommended by this leading research houses: Recommended Zurich Life Assurance plc is registered in Ireland under number 58098. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. The company's shares closed yesterday at $481 . 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. Already a Zurich Life customer? Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. 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. *Inception date is 2 April 1997, Managed Growth Funds recent performance. 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. The right choice for you will depend on your investment portfolio's objective, as well as your appetite for risk Why invest with Zurich Investments Performance and pricing Investment documents and forms How to invest We may record or monitor calls for training and quality purposes. If you're new to investing, funds can be a daunting topic. The benchmark return shown is a gross return. 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. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Active management of the tactical positions around this, using a combination of top-down and bottom-up inputs, can also provide the opportunity to enhance returns. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Target market determinations are available on our website.More info. A bond is essentially a loan. 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.
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