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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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Our Managed funds have performed consistently over the last 32 years. 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. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. #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. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. We have a wide range of funds to suit your investment needs. 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. How long you're happy to invest your money for. Target market determinations are available on our website.More info. 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. 2023 Morningstar. Already a Zurich Life customer? Share price information may be rounded up/down and therefore not entirely accurate. The US dollar Blue Chip fund aims to provide the potential for medium-to-long-term growth and invests in equities and a proportion of fixed-interest securities. Zurich Managed AP Pension Fund - Financial Times The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Any general advice or class service have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. 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. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. 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 Warning: If you invest in these funds you may lose some or all of the money you invest. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Zurich Managed AL Fund factsheet | Trustnet 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. 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. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. 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. Global Sustainability Core Equity(Dimensional). Are you a pensions, savings, investments or protection customer? 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Robust Choice of Investment Funds . PDF US dollar Blue Chip - The Financial Express 567. Indicative equity range: 50% - 75% of the value of the fund. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. The company's shares closed yesterday at $481 . 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. We have a wide range of funds to suit your investment needs. We offer a variety of managed funds to suit various risk profiles. Zurich Managed Pn AP Fund factsheet | Trustnet Performance and pricing - Zurich Australia Data delayed at least 60 minutes, as of Mar 03 2023. #Please use the fund name links in the above table to locate the relevant inception date for each fund, Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. 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 Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. Fund objective The US dollar Performance fund aims to provide long-term capital growth. Share price information may be rounded up/down and therefore not entirely accurate. 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$213 billion in funds under management and employ 196 investment professionals*. . Managed Funds Managed by Vanguard Asset Management, one of the world's largest and most well-respected investment managers, the Zurich Risk Profile funds offer a range of low-cost profiles using index funds, designed to meet individual objectives. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more. What levels of investment risk you're comfortable with. Indicative equity range: 20% - 50% of the value of the fund. 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. 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. 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. Target market determinations are available on our website.More info. 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. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. Managed funds - Zurich Australia What to invest your money in is a big decision. Investments are not available to residents of countries other than Australia. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. 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. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Global Maintains exposure across all key regions to achieve a global strategic asset allocation The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. Zurich offers a range of managed investment funds covering a range of asset classes. 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. What you want to achieve with your investment. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Zurich Insurance Group (ZFSVF) was downgraded to a Sell Rating at J.P Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. Target market determinations are available on our website.More info. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. Always was, always will be Aboriginal land. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. over rolling five year periods. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Managed Funds | Zurich Life Funds Data delayed at least 60 minutes, as of Mar 03 2023. Western Asset Management Fund Manager Profile | Preqin Warning: Benefits may be affected by changes in currency exchange rates. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The chart shows how frequently the fund's 3M return is positive or negative. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Investment options and funds | Zurich Life Always was, always will be Aboriginal land. Past performance is no guarantee of future results. Investment documents and forms - Zurich Australia Fund information This investment choice is a portfolio internally managed by Zurich on a . 2023 Morningstar. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund 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. Total Staff. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. 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. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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. Zurich Life Assurance plc is registered in Ireland under number 58098. All Rights Reserved. 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. All managed funds data located on FT.com is subject to the. We may record or monitor calls for training and quality purposes. Copyright 2023 Zurich Life Assurance plc. 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. 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. Pricing for ETFs is the latest price and not "real time". PDF Zurich Managed AP - The Financial Express By investing in property trusts listed on the ASX. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. 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. Zurich Managed 1% AP Pension Fund - Morningstar This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest.