Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Figures shown are rounded to two decimal places. The fund is designed to reduce investment risk by diversifying across asset classes. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. 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. Investments are not available to residents of countries other than Australia. 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. 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. 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. All Rights Reserved. Data delayed at least 60 minutes, as of Mar 03 2023. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. The 1,190 sq. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. Copyright 2023 Zurich Life Assurance plc. Fund information This investment choice is a portfolio internally managed by Zurich on a . Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. 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. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The information on this Site does not take into account your objectives, financial situations or needs. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Already a Zurich Life customer? ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. It also offers investors global diversification and the potential for long-term capital growth. Pricing for ETFs is the latest price and not "real time". 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. 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. over rolling five year periods. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. 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 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. 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. Warning: The value of your investment may go down as well as up. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. 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. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Indicative equity range: 65% - 90% of the value of the fund. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Past performance is not a reliable indicator of future performance. In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. If you've got questions about investing in funds, check out our help and support section. 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 risk profile of this investment choice is the middle of the five managed funds. Past performance is no guarantee of future results. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. You shouldn't use past performance as a suggestion 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. 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. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. 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 company's shares closed yesterday at $481 . Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. 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. FT is not responsible for any use of content by you outside its scope as stated in the. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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 gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Our Managed funds have performed consistently over the last 32 years. How long you're happy to invest your money for. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Warning: Benefits may be affected by changes in currency exchange rates. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. 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. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. 0370 241 6950. 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. Cookies help us improve your website experience. 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. 2023 Morningstar. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Warning: Benefits may be affected by changes in currency exchange rates. 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. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. 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. Already a Zurich Life customer? The information on this Site does not take into account your objectives, financial situations or needs. 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. 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. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. All managed funds data located on FT.com is subject to the. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). 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.. Always was, always will be Aboriginal land. We launched the Zurich Managed fund range in March 1988 with the goal to simplify the investment process for our customers and help them achieve their financial goals. 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. 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.
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