The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Cookies help us improve your website experience. 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. 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. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Share price information may be rounded up/down and therefore not entirely accurate. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. 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). 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 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 successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Each bar is an observation period (the fund's return over the past 3M, at month's end). It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Zurich Managed Acc 3/4 AL Life - markets.ft.com Data delayed at least 60 minutes, as of Mar 03 2023. You shouldn't use past performance as a suggestion Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Share price information may be rounded up/down and therefore not entirely accurate. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, Hedged Concentrated Global Growth Share Fund, Zurich Investments Managed Growth Fund (APIR ZUR0059AU, ARSN 39 698 471 894), Zurich Investments Australian Property Securities Fund (APIR ZUR0064AU, ARSN 23 387 281 724), Zurich Investments Global Thematic Share Fund (APIR ZUR0061AU, ARSN 55 793 374 234), Zurich Investments Unhedged Global Thematic Share Fund (APIR ZUR0518AU, ARSN 14 616 405 994), Zurich Investments Concentrated Global Growth Fund (APRI ZUR0617AU, ARSN 607 947 937), Zurich Investments Hedged Global Growth Share Scheme (APIR ZUR0621AU, ARSN 641 121 360)), Both application and monies must be received by 3pm Sydney time on 30 December 2022. Western Asset Management Fund Manager Profile | Preqin You should consider these factors, the appropriateness of the information and the PDS before making a decision. Before investing, you should decide: We have a wide range of funds to suit your investment needs. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. The risk profile of this investment choice is the middle of the five managed funds. With-Profits funds are a type of pooled investment fund. Pricing for ETFs is the latest price and not "real time". If you've got questions about investing in funds, check out our help and support section. 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 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. 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 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. How long you're happy to invest your money for. Already a Zurich Life customer? 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. 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. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. 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. Warning: Past performance is not a reliable guide to future performance. Over this period, the fund has delivered consistent and competitive returns for investors. Target market determinations are available on our website.More info. Data delayed at least 60 minutes, as of Mar 03 2023. All Rights Reserved. When you invest in a fund, we buy shares in a company on your behalf. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. Target market determinations are available on our website.More info. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Figures shown are rounded to two decimal places. 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. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. 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. Performance and pricing - Zurich Australia There are two types of fund portfolios to choose from. 12022 Morningstar, Inc. All rights reserved. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Performance and pricing | Zurich Australia ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Please complete and lodge the Application Form available below. Manage my investments | Pensions and Investments | Zurich The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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. What you want to achieve with your investment. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. FT is not responsible for any use of content by you outside its scope as stated in the. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Our strategic investment partner, American Century Investments, manages the fund with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. To obtain advice tailored to your situation, contact a professional financial adviser. A bond is essentially a loan. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Indicative equity range: 50% - 75% of the value of the fund. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). The funds aim is to produce above-market returns with lower-than-market risk. Find out more information about our Retirement Planning Funds. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Sign in Why Zurich? Do you have home, car, farm, van or business insurance? All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. 2023 Morningstar. All Rights Reserved. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Zurich Managed Pn AP Sector: PN Mixed Investment 40-85% Shares View Factsheets Add to Basket Overview All Units Breakdown Group News Fund Objective Component failed to load Reload component. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. over rolling five year periods. Managed Funds | Zurich Life Funds All managed funds data located on FT.com is subject to the. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. The chart shows how frequently the fund's 3M return is positive or negative. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies.
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