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Are you a pensions, savings, investments or protection customer? The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. To obtain advice tailored to your situation, contact a professional financial adviser. We offer a variety of managed funds to suit various risk profiles. Warning: The value of your investment may go down as well as up. ft. home is a 3 bed, 2.0 bath property. We may record or monitor calls for training and quality purposes. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. 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. How long you're happy to invest your money for. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. 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. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Pricing for ETFs is the latest price and not "real time". The company's shares closed yesterday at $481 . 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. All Rights Reserved. Indicative equity range: 20% - 50% of the value of the fund. In the meantime, for any unit pricing related inquiries, please emailshared.services@zurich.com.au, Click below to access the latest Zurich Investments Fund reports, *(net dividends reinvested) The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. 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. We have a wide range of funds to suit your investment needs. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. 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. 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. FT is not responsible for any use of content by you outside its scope as stated in the. 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. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. 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. 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 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. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Target market determinations are available on our website.More info. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. The chart shows how frequently the fund's 3M return is positive or negative. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. 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. You shouldn't use past performance as a suggestion Warning: If you invest in these funds you may lose some or all of the money you invest. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. 2023 Morningstar. 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. 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 the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The benchmark return shown is a gross return. The risk profile of this investment choice is the middle of the five managed funds. Pricing for ETFs is the latest price and not "real time". Please complete and lodge the Application Form available below. 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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Before investing, you should decide: We have a wide range of funds to suit your investment needs. The content of this web page is given in good faith and is derived from sources believed to be accurate, which may be subject to change. There are two types of fund portfolios to choose from. Each bar is an observation period (the fund's return over the past 3M, at month's end). Warning: The value of your investment may go down as well as up. Past performance is no guarantee of future results. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. . Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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 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. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. For all other plan numbers call: 0370 333 1500. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. Past performance is no guarantee of future results. 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 Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. The information on this Site does not take into account your objectives, financial situations or needs. 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. *Inception date is 2 April 1997, Managed Growth Funds recent performance. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Show all Multi-asset Funds With-Profit Funds Use our handy fund calculators to check fund performance and fund price. Figures shown are rounded to two decimal places. 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. Copyright 2023 Zurich Life Assurance plc. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Always was, always will be Aboriginal land. Target market determinations are available on our website.More info. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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.. 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. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Find out more information about our Retirement Planning Funds. 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. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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 BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 2023 Morningstar. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. Share price information may be rounded up/down and therefore not entirely accurate. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). What to invest your money in is a big decision. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. FT is not responsible for any use of content by you outside its scope as stated in the. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. 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. 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 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. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. The fund is managed by Threadneedle Asset Management Limited. Share price information may be rounded up/down and therefore not entirely accurate. The information on this Site does not take into account your objectives, financial situations or needs. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. 2. Warning: Past performance is not a reliable guide to future performance. #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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Do you have home, car, farm, van or business insurance? We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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 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. 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. 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. FT is not responsible for any use of content by you outside its scope as stated in the. 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. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). If you're new to investing, funds can be a daunting topic. 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. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. 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. 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. 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) . 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. #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. It also offers investors global diversification and the potential for long-term capital growth. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. All Rights Reserved. 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. The chart shows how frequently the fund's 3M return is positive or negative. Whether its equity, property and multi-asset funds or cash, bonds and alternatives, we have lots of investment fund options for you to choose from. Share price information may be rounded up/down and therefore not entirely accurate. Global Sustainability Core Equity(Dimensional). 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. 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. Past performance is no guarantee of future results. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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.