Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Bronzeas at30 March 2022 Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. 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 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. Over this period, the fund has delivered consistent and competitive returns for investors. Past performance is no guarantee of future results. 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. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. What levels of investment risk you're comfortable with. What you want to achieve with your investment. 0370 241 6950. Applications can only be made on the application form included in the current Product Disclosure Statement. 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. 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. 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. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Warning: Benefits may be affected by changes in currency exchange rates. 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. All Rights Reserved. Warning: Past performance is not a reliable guide to future performance. Global Sustainability Core Equity(Dimensional). 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 risk profile of this investment choice is the middle of the five managed funds. The funds are available in three currencies: US dollar, Euro and Sterling. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. Target market determinations are available on our website.More info. 12022 Morningstar, Inc. All rights reserved. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Find out more information about our Retirement Planning 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. 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. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Copyright 2023 Zurich Life Assurance plc. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. All managed funds data located on FT.com is subject to the. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. 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. 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 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 If you're new to investing, funds can be a daunting topic. 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. With-Profits funds are a type of pooled investment fund. Indicative equity range: 20% - 50% of the value of the fund. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. There are two types of fund portfolios to choose from. All Rights Reserved. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Pricing for ETFs is the latest price and not "real time". Are you a pensions, savings, investments or protection customer? Zurich Life Assurance plc is regulated by the Central Bank of Ireland. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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 pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Share price information may be rounded up/down and therefore not entirely accurate. 2023 Morningstar. Before investing, you should decide: We have a wide range of funds to suit your investment needs. it offers exposure to a range of sectors including retail, commercial and industrial property securities. 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) Use our handy fund calculators to check fund performance and fund price. Always was, always will be Aboriginal land. We've made it happen. Show all Multi-asset Funds With-Profit Funds 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). The information on this Site does not take into account your objectives, financial situations or needs. 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. 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. The information on this Site does not take into account your objectives, financial situations or needs. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 567. 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. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Share price information may be rounded up/down and therefore not entirely accurate. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. We may record or monitor calls for training and quality purposes. Any general advice or class service have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. The information on this Site does not take into account your objectives, financial situations or needs. 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. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). We appointed American Century Investments in 2009 to manage the Zurich Investments Global Growth Share Fund.. American Century Investments were established in 1958 and today have over US$213 billion in funds under management and employ 196 investment professionals*.

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