Total Staff. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 0370 241 6950. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. Each bar is an observation period (the fund's return over the past 3M, at month's end). 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. The company's shares closed yesterday at $481 . 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. 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.. Past performance is not a reliable indicator of future performance. 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. 2023 Morningstar. Find out more information about our Retirement Planning Funds. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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. All managed funds data located on FT.com is subject to the. 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. View the latest performance, income distribution and unit prices of Zurich Investments funds here. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. 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. Fund objective The US dollar Performance fund aims to provide long-term capital growth. 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 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. Bronzeas at30 March 2022 Target market determinations are available on our website.More info. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. 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 latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Warning: The value of your investment may go down as well as up. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 2. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. The 1,190 sq. 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. Always was, always will be Aboriginal land. 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. Over this period, the fund has delivered consistent and competitive returns for investors. 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. 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. 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) . For all other plan numbers call: 0370 333 1500. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. 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. Pricing for ETFs is the latest price and not "real time". The risk profile of this investment choice is the middle of the five managed funds. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Our full range of funds The benchmark return shown is a gross return. Funds in this category have advantages that clearly outweigh any disadvantages across the pillars.1The Morningstar Analyst Rating for Zurich Investments Global Growth Fund is Bronze as at 30 March 2022. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Past performance is no guarantee of future results. 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. 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. Past performance is no guarantee of future results. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. With-Profits funds are a type of pooled investment fund. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. Data delayed at least 60 minutes, as of Mar 03 2023. 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 information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. What you want to achieve with your investment. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Already a Zurich Life customer? Show all Multi-asset Funds With-Profit Funds Share price information may be rounded up/down and therefore not entirely accurate. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Warning: Past performance is not a reliable guide to future performance. 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. Always was, always will be Aboriginal land. 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. We've made it happen. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. 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. #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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Each bar is an observation period (the fund's return over the past 3M, at month's end). 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 full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. We may record or monitor calls for training and quality purposes. Are you a pensions, savings, investments or protection customer? 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The information on this Site does not take into account your objectives, financial situations or needs. View more property details, sales history and Zestimate data on Zillow. 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. 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. 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 Share price information may be rounded up/down and therefore not entirely accurate. 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. 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. There are two types of fund portfolios to choose from. 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. Target market determinations are available on our website.More info. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 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 -0.16% Data delayed at least 60 minutes, as of Mar. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Established in Q4 of 1971, Western Asset Management is a California-based hedge fund manager, with offices in Pasadena, New York, London, Tokyo, Singapore, Hong Kong, Melbourne, Dubai, Zurich, and Sao Paulo. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. 567. 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. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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. Sign in Why Zurich? 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. 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. Target market determinations are available on our website.More info. The funds aim is to produce above-market returns with lower-than-market risk. Zurich offers a range of managed investment funds covering a range of asset classes. 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, Hedged Concentrated Global Growth Share Fund, Zurich Investments Managed Growth Fund (APIR ZUR0059AU, ARSN 39 698 471 894), Zurich Investments Australian Property Securities Fund (APIR ZUR0064AU, ARSN 23 387 281 724), Zurich Investments Global Thematic Share Fund (APIR ZUR0061AU, ARSN 55 793 374 234), Zurich Investments Unhedged Global Thematic Share Fund (APIR ZUR0518AU, ARSN 14 616 405 994), Zurich Investments Concentrated Global Growth Fund (APRI ZUR0617AU, ARSN 607 947 937), Zurich Investments Hedged Global Growth Share Scheme (APIR ZUR0621AU, ARSN 641 121 360)), Both application and monies must be received by 3pm Sydney time on 30 December 2022. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Equity funds are shares issued by a public limited company and traded on the stock market. Fund information This investment choice is a portfolio internally managed by Zurich on a . The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. 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. You shouldn't use past performance as a suggestion Are you a pensions, savings, investments or protection customer? Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Data delayed at least 60 minutes, as of Mar 03 2023. 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. 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. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. Actively managed fund with investments in equities, bonds and cash. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Always was, always will be Aboriginal land. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Figures shown are rounded to two decimal places. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. Do you have home, car, farm, van or business insurance? over rolling five year periods. Copyright 2023 Zurich Life Assurance plc. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Warning: If you invest in these funds you may lose some or all of the money you invest. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. All managed funds data located on FT.com is subject to the. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. 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. Zurich Life Assurance plc is registered in Ireland under number 58098. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. If you've got questions about investing in funds, check out our help and support section. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 12022 Morningstar, Inc. All rights reserved. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Investments are not available to residents of countries other than Australia. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. 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 have a wide range of options to choose from, whatever stage you're at. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. 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 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 The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Absolute Return / Diversified Assets Funds, Indexed Eurozone Government Bond (BlackRock), Emerging Markets Opportunities (JP Morgan), Indexed Emerging Market Equity Fund (BlackRock), Global Short-term Investment Grade Fixed Income (Dimensional), Euro Inflation Linked Int Duration Fixed Income (Dimensional), Global Small Companies Fund(Dimensional). The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. Target market determinations are available on our website.More info. 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. All Rights Reserved. Already a Zurich Life customer? The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. 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. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. FT is not responsible for any use of content by you outside its scope as stated in the. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information.
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