The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. The Dynamic Fund is an actively managed fund which aims to achieve growth through capital gains and income from a well-diversified global portfolio of quality equities and equity-based financial instruments. When you invest in a fund, we buy shares in a company on your behalf. Always was, always will be Aboriginal land. Whether its equity, property and multi-asset funds or cash, bonds and alternatives, we have lots of investment fund options for you to choose from. The strategic investment partners for each underlying asset class for the fund are as follows: As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Our Managed funds have performed consistently over the last 32 years. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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. Share price information may be rounded up/down and therefore not entirely accurate. Total Staff. 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. Always was, always will be Aboriginal land. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. American Century Investments were established in 1958 and today have over US$213 billion in funds under management and employ 196 investment professionals*. They have a truly unique ownership structure where over 45% of the company is owned by The Stowers Institute for Medical Research, which allows strong philanthropic support for cancer research. 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 All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. 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) 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 appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. BlackRock Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. 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. The Zurich Investments Managed Growth Fund was first launched as a wholesale superannuation portfolio in 1979, making it one of the oldest managed funds in Australia that is still open for investment. 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 provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. 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). Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Designed to reduce risk in investor portfolios through diversification, it aims to deliver both capital growth and some income over the medium-to-long term. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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*. Pricing for ETFs is the latest price and not "real time". Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. It does not consider your personal financial circumstances, needs or objectives. Fund information This investment choice is a portfolio internally managed by Zurich on a . 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. Target market determinations are available on our website.More info. 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. Warning: The value of your investment may go down as well as up. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The funds aim is to produce above-market returns with lower-than-market risk. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Are you a pensions, savings, investments or protection customer? Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. Please be advised that there may be delays in delivering unit prices during this time of market volatility. A Managed Investment Trust that makes a "fund payment" to an Australian resident intermediary must provide a "Notice" to enable the intermediary to determine the amount they need to withhold from their payments to foreign residents under Subdivision 12-H. What you want to achieve with your investment. Indicative equity range: 65% - 90% of the value of the fund. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). Copyright 2023 Zurich Life Assurance plc. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. A bond is essentially a loan. All Rights Reserved. The information on this Site does not take into account your objectives, financial situations or needs. Already a Zurich Life customer? All Rights Reserved. Are you a pensions, savings, investments or protection customer? Warning: Past performance is not a reliable guide to future performance. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. The risk profile of this investment choice is the middle of the five managed funds. FT is not responsible for any use of content by you outside its scope as stated in the. The The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. View the latest performance, income distribution and unit prices of Zurich Investments funds here. 2023 Morningstar. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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. We have a wide range of options to choose from, whatever stage you're at. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 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. 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. Global Maintains exposure across all key regions to achieve a global strategic asset allocation 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. 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 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. If you're new to investing, funds can be a daunting topic. Indicative equity range: 50% - 75% of the value of the fund. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Figures shown are rounded to two decimal places. Equity funds are shares issued by a public limited company and traded on the stock market. 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Zurich fund information (as at 31/01/2023) Launch date 01/03/1988 Current bid USD 6.672 Fund size(m) USD 244.92 (as at 31/01/2023) . Sign in Why Zurich? The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 567. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. View more property details, sales history and Zestimate data on Zillow. Zurich Life Assurance plc is registered in Ireland under number 58098. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Target market determinations are available on our website.More info. 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. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Always was, always will be Aboriginal land. 2. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Copyright 2023 Zurich Life Assurance plc. It's never too early - or late - to start putting a little aside for your future. 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. Bronzeas at30 March 2022 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. Warning: Benefits may be affected by changes in currency exchange rates. 0370 241 6950. Investments are not available to residents of countries other than Australia. What levels of investment risk you're comfortable with. Data delayed at least 60 minutes, as of Mar 03 2023. Target market determinations are available on our website.More info. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. We've made it happen. 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. 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 Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Warning: The value of your investment may go down as well as up. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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). 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 Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Do you have home, car, farm, van or business insurance? Warning: Benefits may be affected by changes in currency exchange rates. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. 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. 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. Indicative equity range: 20% - 50% of the value of the fund. 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. 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.