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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. 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 Zurich Managed Funds Over 30 years of positive performance 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. Performance and pricing | Zurich Australia 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. Fund information This investment choice is a portfolio internally managed by Zurich on a . 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). Our full range of funds Copyright 2023 Zurich Life Assurance plc. Welcome to My Zurich - Zurich Australia 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. The fund is designed to reduce investment risk by diversifying across asset classes. The company's shares closed yesterday at $481 . Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. All managed funds data located on FT.com is subject to the. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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 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. 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. 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. Copyright 2023 Zurich Life Assurance plc. 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. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Always was, always will be Aboriginal land. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Zurich Managed G4 AL Life Fund - Financial Times Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Over this period, the fund has delivered consistent and competitive returns for investors. Complete list of funds | Zurich Life Funds An actively managed fund investing in a diversified portfolio of bonds, equities and cash. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Investment options and funds | Zurich Life The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. over rolling five year periods. #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. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. Are you a pensions, savings, investments or protection customer? Copyright 2023 Zurich Life Assurance plc. 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. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. We have a wide range of funds to suit your investment needs. Each bar is an observation period (the fund's return over the past 3M, at month's end). 2. 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. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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. 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. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Zurich Managed 1% AP Pension Fund - Morningstar 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. If you're new to investing, funds can be a daunting topic. 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. 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 fund is suited to investors with an investment horizon of five years or more, who are seeking long-term capital growth from international stocks. All Rights Reserved. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. PDF Flexible retirement benefits for globally mobile employees Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. All managed funds data located on FT.com is subject to the. Warning: Past performance is not a reliable guide to future performance. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. Zurich Managed AL Fund factsheet | Trustnet 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Past performance is no guarantee of future results. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. View the latest performance, income distribution and unit prices of Zurich Investments funds here. 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. What levels of investment risk you're comfortable with. 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. PDF Zurich International Life Managed Fund - The Financial Express Robust Choice of Investment Funds . 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. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Global Growth Share Fund - Zurich Australia Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. PDF US dollar Blue Chip - The Financial Express Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). 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. The funds are available in three currencies: US dollar, Euro and Sterling. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. 2023 Morningstar. 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 investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. For all other plan numbers call: 0370 333 1500. Target market determinations are available on our website.More info. 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. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Warning: Benefits may be affected by changes in currency exchange rates. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953.