To obtain advice tailored to your situation, contact a professional financial adviser. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Do you have home, car, farm, van or business insurance? 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. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Before investing, you should decide: We have a wide range of funds to suit your investment needs. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. If you've got questions about investing in funds, check out our help and support section. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Indicative equity range: 65% - 90% of the value of the fund. We have a wide range of options to choose from, whatever stage you're at. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. The Global Growth Share Fund is recommended by this leading research houses: Recommended View the latest performance, income distribution and unit prices of Zurich Investments funds here. Share price information may be rounded up/down and therefore not entirely accurate. A bond is essentially a loan. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Warning: If you invest in these funds you may lose some or all of the money you invest. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Warning: The value of your investment may go down as well as up. it offers exposure to a range of sectors including retail, commercial and industrial property securities. All Rights Reserved. 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 business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Always was, always will be Aboriginal land. Choosing a managed fund may bring higher returns, as your fund manager can strategically react to changes in the market and seize opportunities as they happen. 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. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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 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. 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. Over this period, the fund has delivered consistent and competitive returns for investors. Copyright 2023 Zurich Life Assurance plc. 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 We're part of the Zurich Insurance Group which is internationally rated AA/stable for Financial Strength, by Standard & Poor's, giving you peace of mind. 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. The fund aims to provide investors with capital growth and some income over the medium to long term and provide exposure across a range of asset classes. 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. Indicative equity range: 50% - 75% of the value of the fund. Past performance is no guarantee of future results. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 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. The benchmark return shown is a gross return. 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. The funds are available in three currencies: US dollar, Euro and Sterling. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Share price information may be rounded up/down and therefore not entirely accurate. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Indicative equity range: 20% - 50% of the value of the fund. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). 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. 2023 Morningstar. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Investments are not available to residents of countries other than Australia. Always was, always will be Aboriginal land. 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 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Show all Multi-asset Funds With-Profit Funds Equity funds are shares issued by a public limited company and traded on the stock market. Pricing for ETFs is the latest price and not "real time". 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. Past performance does not necessarily indicate a financial products future performance. Zurich offers a range of managed investment funds covering a range of asset classes. How long you're happy to invest your money for. 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 fund is managed by Threadneedle Asset Management Limited. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. We offer a variety of managed funds to suit various risk profiles. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . 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. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. Pricing for ETFs is the latest price and not "real time". You should consider these factors, the appropriateness of the information and the PDS before making a decision. Applications can only be made on the application form included in the current Product Disclosure Statement. Target market determinations are available on our website.More info. 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. Warning: Past performance is not a reliable guide to future performance. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Zurich Life Assurance plc is registered in Ireland under number 58098. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. #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. 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. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 2023 Morningstar. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Each bar is an observation period (the fund's return over the past 3M, at month's end). Are you a pensions, savings, investments or protection customer? The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. All Rights Reserved. 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. 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. All managed funds data located on FT.com is subject to the. The 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 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. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf Warning: The value of your investment may go down as well as up. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. 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 lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. All managed funds data located on FT.com is subject to the. Do you have home, car, farm, van or business insurance? Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. Bronzeas at30 March 2022 Please complete and lodge the Application Form available below. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). 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*. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Zurich Managed Funds Over 30 years of positive performance Always was, always will be Aboriginal land. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Share price information may be rounded up/down and therefore not entirely accurate. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. 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. 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 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. Already a Zurich Life customer? The 1,190 sq. 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. 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 chart shows how frequently the fund's 3M return is positive or negative. Total Staff. Warning: Benefits may be affected by changes in currency exchange rates. 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). 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. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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.