The fund is designed to reduce investment risk by diversifying across asset classes. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. . BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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. Figures shown are rounded to two decimal places. Zurich Life Assurance plc is registered in Ireland under number 58098. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Warning: Benefits may be affected by changes in currency exchange rates. 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 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. home is a 3 bed, 2.0 bath property. What to invest your money in is a big decision. We have a wide range of funds to suit your investment needs. 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) We offer a variety of managed funds to suit various risk profiles. 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. 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. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. 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 Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset How long you're happy to invest your money for. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. 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. Copyright 2023 Zurich Life Assurance plc. 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. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. The funds and trusts to make you an ISA millionaire Raising rates won't cure inflation - it will kill the economy first Funds to consider for your ISA if you're invested in a MSCI World index. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. Figures shown are rounded to two decimal places. 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. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Already a Zurich Life customer? The benchmark return shown is a gross return. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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). If you've got questions about investing in funds, check out our help and support section. Past performance does not necessarily indicate a financial products future performance. 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 latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. 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. Are you a pensions, savings, investments or protection customer? Read the Zurich Risk Profile Funds Brochure. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. What you want to achieve with your investment. View more property details, sales history and Zestimate data on Zillow. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 2023 Morningstar. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. 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. 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 *Inception date is 2 April 1997, Managed Growth Funds recent performance. A bond is essentially a loan. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. 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. 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. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. Equity funds are shares issued by a public limited company and traded on the stock market. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. 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. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. 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 Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. 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. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. Warning: The value of your investment may go down as well as up. All managed funds data located on FT.com is subject to the. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Past performance is no guarantee of future results. The company's shares closed yesterday at $481 . 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. 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. 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. Choosing a managed fund may bring higher returns, as your fund manager can strategically react to changes in the market and seize opportunities as they happen. 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. We may record or monitor calls for training and quality purposes. Please complete and lodge the Application Form available below. 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. 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.