We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Figures shown are rounded to two decimal places. Robust Choice of Investment Funds . 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 Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). View the latest performance, income distribution and unit prices of Zurich Investments funds here. J.P. Morgan analyst Farooq Hanif downgraded Zurich Insurance Group ( ZFSVF - Research Report) to a Sell today and set a price target of CHF430.00. The information on this Site does not take into account your objectives, financial situations or needs. Are you a pensions, savings, investments or protection customer? 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. Data delayed at least 60 minutes, as of Mar 03 2023. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. 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. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. The fund is designed to reduce investment risk by diversifying across asset classes. Warning: The value of your investment may go down as well as up. Always was, always will be Aboriginal land. We offer a variety of managed funds to suit various risk profiles. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Please be advised that there may be delays in delivering unit prices during this time of market volatility. There are two types of fund portfolios to choose from. All Rights Reserved. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. We've made it happen. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. #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. 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. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Zurich Managed AP Pension Fund - Financial Times Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Investment documents and forms - Zurich Australia PDF Over 30 years of positive performance - Zurich Insurance Company UAE PDF US dollar Performance - The Financial Express Global Thematic Share Fund - Zurich Australia Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Warning: If you invest in these funds you may lose some or all of the money you invest. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Sign in Why Zurich? 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. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. Investments - Zurich Australia Please complete and lodge the Application Form available below. Applications can only be made on the application form included in the current Product Disclosure Statement. 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Share price information may be rounded up/down and therefore not entirely accurate. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Welcome to My Zurich - Zurich Australia If you're new to investing, funds can be a daunting topic. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. The information on this Site does not take into account your objectives, financial situations or needs. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Managed Funds | Zurich Life Funds It does not consider your personal financial circumstances, needs or objectives. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. 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. Zurich Managed AP Pension Fund - Financial Times Our full range of funds What levels of investment risk you're comfortable with. 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 funds aim is to produce above-market returns with lower-than-market risk. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. Managed Growth Fund - Zurich Australia Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. 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. over rolling five year periods. All managed funds data located on FT.com is subject to the. Copyright 2023 Zurich Life Assurance plc. 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. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. it offers exposure to a range of sectors including retail, commercial and industrial property securities. What to invest your money in is a big decision. Funds Zurich Managed Acc 3/4 AL Life + Add to watchlist GB00BYNM0888:GBP Actions Price (GBP) 56.16 Today's Change 0.300 / 0.54% 1 Year change -0.34% Data delayed at least 60 minutes, as of Mar. 2023 Morningstar. Global Sustainability Core Equity(Dimensional). 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. 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. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. PDF US dollar Adventurous - The Financial Express Managed Funds Managed by Vanguard Asset Management, one of the world's 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. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. 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. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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. 0370 241 6950. 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. Pricing for ETFs is the latest price and not "real time". 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. 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. FT is not responsible for any use of content by you outside its scope as stated in the. Target market determinations are available on our website.More info. Do you have home, car, farm, van or business insurance? 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. The fund is managed by Threadneedle Asset Management Limited. Target market determinations are available on our website.More info. 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. The benchmark return shown is a gross return. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. A bond is essentially a loan. Always was, always will be Aboriginal land. We have a wide range of funds to suit your investment needs. PDF US dollar Blue Chip - The Financial Express Performance and pricing | Zurich Australia All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. How long you're happy to invest your money for. 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 Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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 Rights Reserved. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. 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). Find out more information about our Retirement Planning 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. Are you a pensions, savings, investments or protection customer? Zurich Managed 1% AP Pension Fund - Morningstar Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). PDF Flexible retirement benefits for globally mobile employees 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. 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. 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 investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Warning: Benefits may be affected by changes in currency exchange rates. The Balanced 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. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. We have a wide range of options to choose from, whatever stage you're at. #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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. PDF Zurich International Life Managed Fund - The Financial Express The 1,190 sq. 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. 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. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Past performance is not a reliable indicator of future performance. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. 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. Warning: The value of your investment may go down as well as up. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Indicative equity range: 50% - 75% of the value of the fund. Indicative equity range: 20% - 50% of the value of the fund. 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. 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.