All Rights Reserved. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Warning: Benefits may be affected by changes in currency exchange rates. Indicative equity range: 20% - 50% of the value of the fund. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Indicative equity range: 50% - 75% of the value of the fund. Maintains exposure across all key regions to achieve a global strategic asset allocation, Achieve a true broad diversification through different asset class selection, Automatic rebalancing and transparency, which together carefully balances risk, return and cost. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Past performance is no guarantee of future results. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. The benchmark return shown is a gross return. One of the best Lumpsum Investment plans in UAE - Zurich Simple Wealth Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Please be advised that there may be delays in delivering unit prices during this time of market volatility. 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. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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). 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. Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. 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. All managed funds data located on FT.com is subject to the. We may record or monitor calls for training and quality purposes. 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.. 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. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Share price information may be rounded up/down and therefore not entirely accurate. PDF US dollar Performance - The Financial Express 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. Always was, always will be Aboriginal land. 2023 Morningstar. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Read the Zurich Risk Profile Funds Brochure. All Rights Reserved. The information on this Site does not take into account your objectives, financial situations or needs. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. View the latest performance, income distribution and unit prices of Zurich Investments funds here. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. When you invest in a fund, we buy shares in a company on your behalf. 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. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. FT is not responsible for any use of content by you outside its scope as stated in the. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Figures shown are rounded to two decimal places. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Copyright 2023 Zurich Life Assurance plc. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. PDF US dollar Adventurous - The Financial Express The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). All managed funds data located on FT.com is subject to the. Data delayed at least 60 minutes, as of Mar 03 2023. Past performance does not necessarily indicate a financial products future performance. Details of full year components of distributions will be provided in the 2023 Annual Taxation 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. Pricing for ETFs is the latest price and not "real time". Established in Q4 of 1971, Western Asset Management is a California-based hedge fund manager, with offices in Pasadena, New York, London, Tokyo, Singapore, Hong Kong, Melbourne, Dubai, Zurich, and Sao Paulo. The chart shows how frequently the fund's 3M return is positive or negative. Zurich Managed G4 AL Life Fund - Financial Times Are you a pensions, savings, investments or protection customer? Plans starting with 'P' and including DL, DK, DKA, VA or VB - Zurich 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. 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. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. 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. 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. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. it offers exposure to a range of sectors including retail, commercial and industrial property securities. 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. Pricing for ETFs is the latest price and not "real time". We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. PDF US dollar Blue Chip - The Financial Express We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Fund objective The US dollar Performance fund aims to provide long-term capital growth. Already a Zurich Life customer? Investment options and funds | Zurich Life 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. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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. Warning: Benefits may be affected by changes in currency exchange rates. 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. The benchmark return shown is a gross return. 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. 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. 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. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. Its aimed at investors seeking long-term capital growth through international securities, with stocks are typically sourced from the top half of Zurichs Global Growth Share Fund. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Managed Funds | Zurich Life Funds The fund is designed to reduce investment risk by diversifying across asset classes. What to invest your money in is a big decision. Zurich Managed AP Pension Fund - Financial Times Global Growth Share Fund - Zurich Australia Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. The We have a wide range of funds to suit your investment needs. over rolling five year periods. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. How long you're happy to invest your money for. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 940 Sandlewood Ct, Lake Zurich, IL 60047 | Zillow Are you a pensions, savings, investments or protection customer? We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Actively managed fund with investments in equities, bonds and cash. Global Sustainability Core Equity(Dimensional). Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Past performance is no guarantee of future results. Warning: Past performance is not a reliable guide to future performance. 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. 0370 241 6950. Target market determinations are available on our website.More info. #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. 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 Global Growth Share Fund is recommended by this leading research houses: Recommended The company's shares closed yesterday at $481 . Complete list of funds | Zurich Life Funds 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. Performance and pricing - Zurich Australia 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. We have a wide range of options to choose from, whatever stage you're at.