The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Past performance does not necessarily indicate a financial products future performance. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 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. 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 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. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Over this period, the fund has delivered consistent and competitive returns for investors. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. We have a large range of investment options and funds to choose from, and are here to help you understand what your choices are and how they work. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. The information on this Site does not take into account your objectives, financial situations or needs. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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 not necessarily a guide to future performance; unit prices may fall as well as rise. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. 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. For all other plan numbers call: 0370 333 1500. 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. 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Are you a pensions, savings, investments or protection customer? Copyright 2023 Zurich Life Assurance plc. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Warning: The value of your investment may go down as well as up. it offers exposure to a range of sectors including retail, commercial and industrial property securities. 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. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. 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. Warning: Past performance is not a reliable guide to future performance. 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 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 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. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Target market determinations are available on our website.More info. Past performance is not a reliable indicator of future performance. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. We may record or monitor calls for training and quality purposes. 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 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. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Use our handy fund calculators to check fund performance and fund price. All managed funds data located on FT.com is subject to the. 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 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. 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. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf Already a Zurich Life customer? Our full range of funds Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. There are two types of fund portfolios to choose from. 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 Managed Funds Over 30 years of positive performance It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. It does not consider your personal financial circumstances, needs or objectives. All Rights Reserved. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. The risk profile of this investment choice is the middle of the five managed funds. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. When you invest in a fund, we buy shares in a company on your behalf. Indicative equity range: 20% - 50% of the value of the fund. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Our teams are working together to ensure that once all checks and balances have been completed, unit prices will be released as soon as possible to all of our stakeholders. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. A bond is essentially a loan. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. To obtain advice tailored to your situation, contact a professional financial adviser. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Fund objective The US dollar Performance fund aims to provide long-term capital growth. 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. 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. 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. 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. over rolling five year periods. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. 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. 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 and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. Zurich offers a range of managed investment funds covering a range of asset classes. Each bar is an observation period (the fund's return over the past 3M, at month's end). All Rights Reserved. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. We have a wide range of options to choose from, whatever stage you're at. 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 Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. 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. 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). What you want to achieve with your investment. 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. *Inception date is 2 April 1997, Managed Growth Funds recent performance. You shouldn't use past performance as a suggestion 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 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. #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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Pricing for ETFs is the latest price and not "real time". 12022 Morningstar, Inc. All rights reserved. The funds aim is to produce above-market returns with lower-than-market risk. 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). All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. Past performance is no guarantee of future results. Warning: If you invest in these funds you may lose some or all of the money you invest. 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. 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. 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. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). 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. We have a wide range of funds to suit your investment needs. 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. 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. 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. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. We have a wide range of funds to suit your investment needs. Always was, always will be Aboriginal land. over rolling five year periods. 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. Indicative equity range: 50% - 75% of the value of the fund. 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.. 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. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Always was, always will be Aboriginal land. Are you a pensions, savings, investments or protection customer? Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Warning: Benefits may be affected by changes in currency exchange rates. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. Please complete and lodge the Application Form available below. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Do you have home, car, farm, van or business insurance? The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. We offer a variety of managed funds to suit various risk profiles. 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. Always was, always will be Aboriginal land. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 2023 Morningstar. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. #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 Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. The funds offer five levels of risk which can be used in various combinations to suit the investors risk profile, The funds are actively managed with a disciplined approach at both asset allocation and security level, The funds look to take advantage of three sources of return; asset allocation, investment themes and stock selection, A proven track record, with extensive experience of managing asset allocation mandates.
March 14, 2023