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. Already a Zurich Life customer? You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. If you've got questions about investing in funds, check out our help and support section. You shouldn't use past performance as a suggestion Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Manage my investments | Pensions and Investments | Zurich PDF Zurich Managed AP - The Financial Express Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. 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. Global Thematic Share Fund - Zurich Australia 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. Figures shown are rounded to two decimal places. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Warning: The value of your investment may go down as well as up. It does not consider your personal financial circumstances, needs or objectives. PDF Zurich International Life Managed Fund - The Financial Express over rolling five year periods. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines 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. By investing in property trusts listed on the ASX. 2. By applying a distinctive thematic approach, this fund identifies stocks that are poised to benefit from emerging trends and structural changes in the global economy. Each bar is an observation period (the fund's return over the past 3M, at month's end). Indicative equity range: 20% - 50% of the value of the fund. Bronzeas at30 March 2022 We may record or monitor calls for training and quality purposes. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset We have a wide range of options to choose from, whatever stage you're at. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. We have a wide range of funds to suit your investment needs. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. PDF US dollar Blue Chip - The Financial Express Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. . Use our handy fund calculators to check fund performance and fund price. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). 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. 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. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Manage my pension | Zurich Pension 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 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 data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. Zurich Managed AP Pension Fund - Financial Times 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. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. 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. 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. 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Warning: The value of your investment may go down as well as up. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Past performance does not necessarily indicate a financial products future performance. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). What you want to achieve with your investment. Warning: Past performance is not a reliable guide to future performance. Indicative equity range: 20% - 50% of the value of the fund. #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. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. 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. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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. 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. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Please be advised that there may be delays in delivering unit prices during this time of market volatility. 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) Investments - Zurich Australia The Global Growth Share Fund is recommended by this leading research houses: Recommended 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. Show all Multi-asset Funds With-Profit Funds Zurich Managed Pn EP 1 Fund factsheet | Trustnet Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. #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. 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. Investment documents and forms - Zurich Australia In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. 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. The risk profile of this investment choice is the middle of the five managed funds. Zurich Managed Acc 3/4 AL Life - markets.ft.com Are you a pensions, savings, investments or protection customer? Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Our strategic investment partner, American Century Investments, manages the fund with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation.
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