Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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 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. 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. Target market determinations are available on our website.More info. Our full range of funds 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. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. over rolling five year periods. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Zurich Life Assurance plc is registered in Ireland under number 58098. Indicative equity range: 20% - 50% of the value of the fund. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. The 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. Copyright 2023 Zurich Life Assurance plc. 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. 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. Always was, always will be Aboriginal land. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines 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. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. Zurich Investments business Code of Conduct Managed funds Back Australian Property Securities Fund Global Growth Share Fund Concentrated Global Growth Fund Global Thematic Share Fund Global Thematic Focus Fund Healthcare Impact Fund Managed Growth Fund Superannuation Back Planning for retirement Zurich Account-Based Pension The 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. Warning: Past performance is not a reliable guide to future performance. Indicative equity range: 65% - 90% of the value of the fund. Warning: Benefits may be affected by changes in currency exchange rates. Zurich Managed Pn AP Sector: PN Mixed Investment 40-85% Shares View Factsheets Add to Basket Overview All Units Breakdown Group News Fund Objective Component failed to load Reload component. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. . 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. Past performance is no guarantee of future results. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. 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. 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. Are you a pensions, savings, investments or protection customer? Western Asset Management Fund Manager Profile | Preqin Global Growth Share Fund - Zurich Australia Use our handy fund calculators to check fund performance and fund price. 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. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Each bar is an observation period (the fund's return over the past 3M, at month's end). 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. Warning: Past performance is not a reliable guide to future performance. Global Thematic Share Fund - Zurich Australia Target market determinations are available on our website.More info. 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. Zurich Managed G4 AL Life Fund - Financial Times Plans starting with 'P' and including DL, DK, DKA, VA or VB - Zurich Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Pricing for ETFs is the latest price and not "real time". Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset 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 Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The Global Growth Share Fund is recommended by this leading research houses: Recommended The chart shows how frequently the fund's 3M return is positive or negative. 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. Zurich Managed AP Pension Fund - Financial Times 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. PDF US dollar Performance - The Financial Express 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. 12022 Morningstar, Inc. All rights reserved. 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.. 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 fund is managed by Threadneedle Asset Management Limited.
