It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Warning: The value of your investment may go down as well as up. 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 2023 Morningstar. 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. Dimensional Fund Advisors Ltd., registered address 20 Triton Street, Regent's Place, London, NW1 3BF, Company Number 02569601, which is authorised and regulated by the Financial Conduct Authority - Firm Reference No.150100. 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. Target market determinations are available on our website.More info. All managed funds data located on FT.com is subject to the. 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. over rolling five year periods. 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 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. 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. 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. 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. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Bronzeas at30 March 2022 To obtain advice tailored to your situation, contact a professional financial adviser. We have a wide range of funds to suit your investment needs. Warning: Benefits may be affected by changes in currency exchange rates. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. The benchmark return shown is a gross return. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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*. 567. 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. 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. 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. 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. A bond is essentially a loan. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. The risk profile of this investment choice is the middle of the five managed funds. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Past performance is no guarantee of future results. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. 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 What you want to achieve with your investment. Do you have home, car, farm, van or business insurance? Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Past performance is no guarantee of future results. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Over this period, the fund has delivered consistent and competitive returns for investors. The funds are available in three currencies: US dollar, Euro and Sterling. 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. Already a Zurich Life customer? ft. home is a 3 bed, 2.0 bath property. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Warning: Past performance is not a reliable guide to future performance. 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. 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. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Zurich Investment Management Limited as responsible entity for the following fund(s) advises the fund payment(s) for the trust(s) below for the final distribution period31 December 2022 for the income year 30 June 2023 are as follows: As at distribution period -31 December 2022 for the income year ending 30 June 2023. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. The information on this Site does not take into account your objectives, financial situations or needs. Target market determinations are available on our website.More info. 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. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. There are two types of fund portfolios to choose from. 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. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The chart shows how frequently the fund's 3M return is positive or negative. The latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. All Rights Reserved. Data delayed at least 60 minutes, as of Mar 03 2023. 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. Past performance does not necessarily indicate a financial products future performance. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Each bar is an observation period (the fund's return over the past 3M, at month's end). Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Copyright 2023 Zurich Life Assurance plc. Already a Zurich Life customer? Share price information may be rounded up/down and therefore not entirely accurate. What levels of investment risk you're comfortable with. Total Staff. 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. Show all Multi-asset Funds With-Profit Funds Cookies help us improve your website experience. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. 12022 Morningstar, Inc. All rights reserved. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. Please complete and lodge the Application Form available below. 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. Active management of the tactical positions around this, using a combination of top-down and bottom-up inputs, can also provide the opportunity to enhance returns. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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. 2023 Morningstar. The Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. You should consider these factors, the appropriateness of the information and the PDS before making a decision. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Pricing for ETFs is the latest price and not "real time". As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. Applications can only be made on the application form included in the current Product Disclosure Statement. 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. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Warning: Benefits may be affected by changes in currency exchange rates. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . All managed funds data located on FT.com is subject to the. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this 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 Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. Past performance is no guarantee of future results. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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. Use our handy fund calculators to check fund performance and fund price. The company's shares closed yesterday at $481 . 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. Data delayed at least 60 minutes, as of Mar 03 2023. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. We offer a variety of managed funds to suit various risk profiles. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. It does not consider your personal financial circumstances, needs or objectives. View more property details, sales history and Zestimate data on Zillow. 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). 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 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 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. Zurich offers a range of managed investment funds covering a range of asset classes. The information on this Site does not take into account your objectives, financial situations or needs. Zurich Life Assurance plc is registered in Ireland under number 58098. Target market determinations are available on our website.More info. We may record or monitor calls for training and quality purposes. 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). The chart shows how frequently the fund's 3M return is positive or negative. It also offers investors global diversification and the potential for long-term capital growth. Each bar is an observation period (the fund's return over the past 3M, at month's end). Find out more information about our Retirement Planning Funds. Pricing for ETFs is the latest price and not "real time". 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. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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 Indicative equity range: 50% - 75% of the value of the fund. 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. FT is not responsible for any use of content by you outside its scope as stated in the. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Equity funds are shares issued by a public limited company and traded on the stock market. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. 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. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. 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 1,190 sq. 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. Copyright 2023 Zurich Life Assurance plc. With-Profits funds are a type of pooled investment fund. Warning: The value of your investment may go down as well as up. Our Managed funds have performed consistently over the last 32 years. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. 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. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. What to invest your money in is a big decision. How long you're happy to invest your money for. You shouldn't use past performance as a suggestion Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. 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. 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. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Do you have home, car, farm, van or business insurance? 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.