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 Life Assurance plc is registered in Ireland under number 58098. 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. The 1,190 sq. 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. FT is not responsible for any use of content by you outside its scope as stated in the. 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. 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. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Warning: If you invest in these funds you may lose some or all of the money you invest. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. 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. 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. We have a wide range of funds to suit your investment needs. 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 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. Please complete and lodge the Application Form available below. The fund is designed to reduce investment risk by diversifying across asset classes. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 12022 Morningstar, Inc. All rights reserved. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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 managed funds data located on FT.com is subject to the. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. If you've got questions about investing in funds, check out our help and support section. 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. 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. 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. 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. Indicative equity range: 20% - 50% of the value of the fund. Figures shown are rounded to two decimal places. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. The You should consider these factors, the appropriateness of the information and the PDS before making a decision. ft. home is a 3 bed, 2.0 bath property. 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. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. 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.. Figures shown are rounded to two decimal places. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Data delayed at least 60 minutes, as of Mar 03 2023. The information on this Site does not take into account your objectives, financial situations or needs. 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. The funds are available in three currencies: US dollar, Euro and Sterling. This notice is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232 511, as the responsible entity of the fund(s). Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Fund information This investment choice is a portfolio internally managed by Zurich on a . The Global Growth Share Fund is recommended by this leading research houses: Recommended Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. 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. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Robust Choice of Investment Funds . Please be advised that there may be delays in delivering unit prices during this time of market volatility. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. 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 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. 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. 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. #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. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. 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. The company's shares closed yesterday at $481 . 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 Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. 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. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Always was, always will be Aboriginal land. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. 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. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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 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. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. What levels of investment risk you're comfortable with. Share price information may be rounded up/down and therefore not entirely accurate. It's never too early - or late - to start putting a little aside for your future. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . If you're new to investing, funds can be a daunting topic. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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. it offers exposure to a range of sectors including retail, commercial and industrial property securities. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. All Rights Reserved. Investments are not available to residents of countries other than Australia. 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 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 Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. 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. With-Profits funds are a type of pooled investment fund. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. FT is not responsible for any use of content by you outside its scope as stated in the. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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 benchmark return shown is a gross return. Designed to reduce risk in investor portfolios through diversification, it aims to deliver both capital growth and some income over the medium-to-long term. Total Staff. 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 We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Data delayed at least 60 minutes, as of Mar 03 2023. 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. 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. over rolling five year periods. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. All Rights Reserved. Are you a pensions, savings, investments or protection customer? Zurich offers a range of managed investment funds covering a range of asset classes. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Read the Zurich Risk Profile Funds Brochure. Warning: Benefits may be affected by changes in currency exchange rates. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. The risk profile of this investment choice is the middle of the five managed funds. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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 Managed Funds Over 30 years of positive performance The chart shows how frequently the fund's 3M return is positive or negative. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Warning: Benefits may be affected by changes in currency exchange rates. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. It does not consider your personal financial circumstances, needs or objectives. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Already a Zurich Life customer? Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. 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. Are you a pensions, savings, investments or protection customer? Past performance is not a reliable indicator of future performance. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Show all Multi-asset Funds With-Profit Funds Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. It also offers investors global diversification and the potential for long-term capital growth. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Warning: If you invest in these funds you may lose some or all of the money you invest. Global Maintains exposure across all key regions to achieve a global strategic asset allocation 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. Pricing for ETFs is the latest price and not "real time". 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 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. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. 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. What you want to achieve with your investment. Warning: Past performance is not a reliable guide to future performance. Equity funds are shares issued by a public limited company and traded on the stock market. 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). What to invest your money in is a big decision. How long you're happy to invest your money for. 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. Share price information may be rounded up/down and therefore not entirely accurate. Target market determinations are available on our website.More info. Already a Zurich Life customer? Over this period, the fund has delivered consistent and competitive returns for investors. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. 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. Target market determinations are available on our website.More info. Warning: The value of your investment may go down as well as up. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial products future performance. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Are you a pensions, savings, investments or protection customer? Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Warning: Benefits may be affected by changes in currency exchange rates. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. The US dollar Blue Chip fund aims to provide the potential for medium-to-long-term growth and invests in equities and a proportion of fixed-interest securities. All Rights Reserved. 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.