Zurich Life Assurance plc is registered in Ireland under number 58098. 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. We're part of the Zurich Insurance Group which is internationally rated AA/stable for Financial Strength, by Standard & Poor's, giving you peace of mind. 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. Past performance is not a reliable indicator of future performance. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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. 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. *Inception date is 2 April 1997, Managed Growth Funds recent performance. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. By investing in property trusts listed on the ASX. 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. The information on this Site does not take into account your objectives, financial situations or needs. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. 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. over rolling five year periods. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. 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. The 1,190 sq. 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. Past performance does not necessarily indicate a financial products future performance. Target market determinations are available on our website.More info. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. All Rights Reserved. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Copyright 2023 Zurich Life Assurance plc. Global Maintains exposure across all key regions to achieve a global strategic asset allocation 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 Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. To obtain advice tailored to your situation, contact a professional financial adviser. Past performance is no guarantee of future results. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. 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. Show all Multi-asset Funds With-Profit Funds All managed funds data located on FT.com is subject to the. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. FT is not responsible for any use of content by you outside its scope as stated in the. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. 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 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. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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. 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. The fund is managed by Threadneedle Asset Management Limited. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Indicative equity range: 65% - 90% of the value of the fund. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. Do you have home, car, farm, van or business insurance? Data delayed at least 60 minutes, as of Mar 03 2023. We may record or monitor calls for training and quality purposes. 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 567. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Copyright 2023 Zurich Life Assurance plc. 12022 Morningstar, Inc. All rights reserved. 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. 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. 2023 Morningstar. Are you a pensions, savings, investments or protection customer? 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. We may record or monitor calls for training and quality purposes. Click on the thumbnails below to learn more about the Global Growth Share Fund: Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, The Stowers Institute for Medical Research, http://www.zenithpartners.com.au/RegulatoryGuidelines. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. 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. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. The risk profile of this investment choice is the middle of the five managed funds. 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. Do you have home, car, farm, van or business insurance? Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. The funds aim is to produce above-market returns with lower-than-market risk. How long you're happy to invest your money for. Always was, always will be Aboriginal land. Zurich offers a range of managed investment funds covering a range of asset classes. Our Managed funds have performed consistently over the last 32 years. 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. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. Target market determinations are available on our website.More info. Warning: Benefits may be affected by changes in currency exchange rates. It's never too early - or late - to start putting a little aside for your future. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. We have a large range of investment options and funds to choose from, and are here to help you understand what your choices are and how they work. Pricing for ETFs is the latest price and not "real time". Warning: If you invest in these funds you may lose some or all of the money you invest. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. 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. There are two types of fund portfolios to choose from. 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. Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. Warning: If you invest in these funds you may lose some or all of the money you invest. The chart shows how frequently the fund's 3M return is positive or negative. 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. 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. We've made it happen. 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. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. We have a wide range of funds to suit your investment needs. Investments are not available to residents of countries other than Australia. Zurich Life Assurance plc is registered in Ireland under number 58098. Share price information may be rounded up/down and therefore not entirely accurate. What you want to achieve with your investment. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). 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. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Zurich Life Assurance plc is registered in Ireland under number 58098. 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 objective The US dollar Performance fund aims to provide long-term capital growth. The information on this Site does not take into account your objectives, financial situations or needs. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. The Global Growth Share Fund is recommended by this leading research houses: Recommended 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. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 2. 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. #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. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. The Zurich Investments Global Growth Share Fund is an international share fund for long-term investors who want to capitalise on the unique opportunities presented by companies with sustainable earnings acceleration. 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. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. Global Sustainability Core Equity(Dimensional). 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). 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. Copyright 2023 Zurich Life Assurance plc. Our full range of funds Sign in Why Zurich? Warning: Past performance is not a reliable guide to future performance. What levels of investment risk you're comfortable with. All Rights Reserved. The chart shows how frequently the fund's 3M return is positive or negative. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. The funds are available in three currencies: US dollar, Euro and Sterling. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). The benchmark return shown is a gross return. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). Already a Zurich Life 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. Each bar is an observation period (the fund's return over the past 3M, at month's end). A bond is essentially a loan. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Pricing for ETFs is the latest price and not "real time". Use our handy fund calculators to check fund performance and fund price. Figures shown are rounded to two decimal places. If you're new to investing, funds can be a daunting topic. 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 appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. 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. 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. Always was, always will be Aboriginal land. 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. 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. Find out more information about our Retirement Planning Funds. 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Share price information may be rounded up/down and therefore not entirely accurate. 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. It does not consider your personal financial circumstances, needs or objectives. Target market determinations are available on our website.More info. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Do you have home, car, farm, van or business insurance? Actively managed fund with investments in equities, bonds and cash. 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. 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. The information on this page is specific to the Zurich Investments Managed Growth Fund (ARSN 089 663 865), which is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511, GINN FVHHKJ.00012.ME.036, 118 Mount Street, North Sydney NSW 2060 (Zurich Investments).
