Copyright 2023 Zurich Life Assurance plc. Read the Zurich Risk Profile Funds Brochure. Zurich Life Assurance plc is registered in Ireland under number 58098. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. 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. Past performance is no guarantee of future results. 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. The chart shows how frequently the fund's 3M return is positive or negative. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Our full range of funds 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. 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. Indicative equity range: 20% - 50% of the value of the fund. Target market determinations are available on our website.More info. Always was, always will be Aboriginal land. 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. 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 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. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. 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). In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. It also offers investors global diversification and the potential for long-term capital growth. All Rights Reserved. To obtain advice tailored to your situation, contact a professional financial adviser. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Do you have home, car, farm, van or business insurance? The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 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. The fund is designed to reduce investment risk by diversifying across asset classes. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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. There are two types of fund portfolios to choose from. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 12022 Morningstar, Inc. All rights reserved. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. 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 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. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. 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. 567. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-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. Are you a pensions, savings, investments or protection customer? 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. 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. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf The funds aim is to produce above-market returns with lower-than-market risk. 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. Equity funds are shares issued by a public limited company and traded on the stock market. 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. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Total Staff. 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. Fund objective The US dollar Performance fund aims to provide long-term capital growth. Target market determinations are available on our website.More info. Fund information This investment choice is a portfolio internally managed by Zurich on a . 2. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. 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 information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. 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. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. 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. 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. 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 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. 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. 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Share price information may be rounded up/down and therefore not entirely accurate. Global Sustainability Core Equity(Dimensional). This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. The The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Already a Zurich Life customer? What you want to achieve with your investment. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Warning: If you invest in these funds you may lose some or all of the money you invest. The chart shows how frequently the fund's 3M return is positive or negative. Pricing for ETFs is the latest price and not "real time". You shouldn't use past performance as a suggestion In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Warning: Past performance is not a reliable guide to future performance. 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) over rolling five year periods. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Find out more information about our Retirement Planning Funds. Data delayed at least 60 minutes, as of Mar 03 2023. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Warning: Benefits may be affected by changes in currency exchange rates. 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. We've made it happen. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Please be advised that there may be delays in delivering unit prices during this time of market volatility. *Inception date is 2 April 1997, Managed Growth Funds recent performance. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. 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. The information on this page is specific to the Zurich Investments Managed Growth Fund (ARSN 089 663 865), which is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511, GINN FVHHKJ.00012.ME.036, 118 Mount Street, North Sydney NSW 2060 (Zurich Investments). Warning: If you invest in these funds you may lose some or all of the money you invest. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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.
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