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 offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Invesco Management S.A. is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. The information on this Site does not take into account your objectives, financial situations or needs. Please complete and lodge the Application Form available below. Global Sustainability Core Equity(Dimensional). The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. What to invest your money in is a big decision. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Data delayed at least 60 minutes, as of Mar 03 2023. 0370 241 6950. 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. The information on this Site does not take into account your objectives, financial situations or needs. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Share price information may be rounded up/down and therefore not entirely accurate. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. 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. We may record or monitor calls for training and quality purposes. All managed funds data located on FT.com is subject to the. 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). 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. Do you have home, car, farm, van or business insurance? Warning: Benefits may be affected by changes in currency exchange rates. We have a wide range of options to choose from, whatever stage you're at. Pricing for ETFs is the latest price and not "real time". Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. Show all Multi-asset Funds With-Profit Funds The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. Our range of portfoliosare available either asstand-alone products ortohelp diversifyexistinginvestmentstrategies. 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 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) . 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. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Use our handy fund calculators to check fund performance and fund price. Fund centres Our fund centres provide details on fund performance and prices, as well as professional monthly factsheets you can download. Warning: Benefits may be affected by changes in currency exchange rates. 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 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. 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. 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. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Indicative equity range: 65% - 90% of the value of the fund. Are you a pensions, savings, investments or protection customer? Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. We may record or monitor calls for training and quality purposes. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Data delayed at least 60 minutes, as of Mar 03 2023. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. 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. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Dimensional Fund Advisors Ltd., registered address 20 Triton Street, Regent's Place, London, NW1 3BF, Company Number 02569601, which is authorised and regulated by the Financial Conduct Authority - Firm Reference No.150100. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. 2023 Morningstar. 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. Zurich Life Assurance plc is registered in Ireland under number 58098. Find out more information about our Retirement Planning Funds. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. 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. Past performance does not necessarily indicate a financial products future performance. The focus is on inflection points in company fundamentals with a process designed to uncover stocks that can outperform as earnings growth accelerates, market expectations rise and multiples expand. 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. Indicative equity range: 20% - 50% of the value of the fund. 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. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. Past performance is no guarantee of future results. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. Warning: The value of your investment may go down as well as up. All Rights Reserved. The right choice for you will depend on your investment portfolio's objective, as well as your appetite for risk Why invest with Zurich Investments Performance and pricing Investment documents and forms How to invest It focuses on fixed income hedge funds and offers clients a range of local and cross-border fixed income products. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). Sign in Why Zurich? 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. 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 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. 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. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. Investments are not available to residents of countries other than Australia. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. If you've got questions about investing in funds, check out our help and support section. Discover howZurichInvestments can help youaccess compelling opportunitiesfor strategic wealthcreation. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. 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. Zurich International Life Managed Fund February 2023 Zurich fund information (as at 31/01/2023) Launch date 01/02/2016 Current bid GBP 2.045 Fund size(m) GBP 390.93 (as at 31/01/2023) FE sector Mixed Investment 40%-85% Shares Fund currency GBP Fund manager Alex Lyle Investment house Columbia Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. You shouldn't use past performance as a suggestion Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. FT is not responsible for any use of content by you outside its scope as stated in the. 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. 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. Global Maintains exposure across all key regions to achieve a global strategic asset allocation 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 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 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. 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. 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. 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. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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. Indicative equity range: 20% - 50% 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). Once you've decided to save with Zurich International Life, it's important to understand a little more about the types of investment you can make. 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. 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. When you invest in a fund, we buy shares in a company on your behalf. Share price information may be rounded up/down and therefore not entirely accurate. 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 Indicative equity range: 50% - 75% of the value of the fund. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. It also offers investors global diversification and the potential for long-term capital growth. Already a Zurich Life customer? Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Our full range of funds 2023 Morningstar. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. 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. 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. The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. The information on this Site does not take into account your objectives, financial situations or needs. The funds are available in three currencies: US dollar, Euro and Sterling. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. A bond is essentially a loan. Robust Choice of Investment Funds . Warning: Past performance is not a reliable guide to future performance. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 567. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. In return for lending it money, the borrower promises to pay a pre-determined rate of interest in addition to paying back the original loan amount when the bond matures. View more property details, sales history and Zestimate data on Zillow. The chart shows how frequently the fund's 3M return is positive or negative. The benchmark return shown is a gross return. 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. Target market determinations are available on our website.More info. 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. ft. home is a 3 bed, 2.0 bath property. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. 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. Over this period, the fund has delivered consistent and competitive returns for investors. Share price information may be rounded up/down and therefore not entirely accurate. Total Staff. 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. 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 for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. All Rights Reserved. Target market determinations are available on our website.More info. The Cookies help us improve your website experience. Zurich Managed 1% AP Pension Fund Register to Unlock Ratings Sustainability There is no sustainability data available. 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. Zurich offers a range of managed investment funds covering a range of asset classes. The fund is managed by Threadneedle Asset Management Limited. Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 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.. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Always was, always will be Aboriginal land. Warning: The value of your investment may go down as well as up. FT is not responsible for any use of content by you outside its scope as stated in the. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. Warning: If you invest in these funds you may lose some or all of the money you invest. over rolling five year periods. How long you're happy to invest your money for. The information on this Site does not take into account your objectives, financial situations or needs. Copyright 2023 Zurich Life Assurance plc. Fund objective The US dollar Performance fund aims to provide long-term capital growth. If you're new to investing, funds can be a daunting topic. The 1,190 sq. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. 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. 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. 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. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. 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 The fund is designed to reduce investment risk by diversifying across asset classes. 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. 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. What levels of investment risk you're comfortable with. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend.