With-Profits funds are a type of pooled investment fund. Bronzeas at30 March 2022 The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 0370 241 6950. The fund is designed to reduce investment risk by diversifying across asset classes. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. 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 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. 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 risk profile of this investment choice is the middle of the five managed funds. The information on this Site does not take into account your objectives, financial situations or needs. Read the Zurich Risk Profile Funds Brochure. 12022 Morningstar, Inc. All rights reserved. Are you a pensions, savings, investments or protection customer? Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. 2. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Are you a pensions, savings, investments or protection customer? 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. Past performance is not a reliable indicator of future performance. JP Morgan Asset Management Marketing Limited is authorised and regulated by the Financial Conduct Authority. Global Maintains exposure across all key regions to achieve a global strategic asset allocation The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Before investing, you should decide: We have a wide range of funds to suit your investment needs. The funds are available in three currencies: US dollar, Euro and Sterling. Figures shown are rounded to two decimal places. It does not consider your personal financial circumstances, needs or objectives. Are you a pensions, savings, investments or protection customer? Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. The 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. Share price information may be rounded up/down and therefore not entirely accurate. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. 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. Total Staff. All managed funds data located on FT.com is subject to the. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. 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. Zurich Life Assurance plc is registered in Ireland under number 58098. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. The company's shares closed yesterday at $481 . Copyright 2023 Zurich Life Assurance plc. 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 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. The chart shows how frequently the fund's 3M return is positive or negative. over rolling five year periods. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. 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. 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. 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. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Target market determinations are available on our website.More info. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Zurich Life Assurance plc is registered in Ireland under number 58098. We may record or monitor calls for training and quality purposes. Cookies help us improve your website experience. 2023 Morningstar. 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. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability, Hedged Concentrated Global Growth Share Fund, Zurich Investments Managed Growth Fund (APIR ZUR0059AU, ARSN 39 698 471 894), Zurich Investments Australian Property Securities Fund (APIR ZUR0064AU, ARSN 23 387 281 724), Zurich Investments Global Thematic Share Fund (APIR ZUR0061AU, ARSN 55 793 374 234), Zurich Investments Unhedged Global Thematic Share Fund (APIR ZUR0518AU, ARSN 14 616 405 994), Zurich Investments Concentrated Global Growth Fund (APRI ZUR0617AU, ARSN 607 947 937), Zurich Investments Hedged Global Growth Share Scheme (APIR ZUR0621AU, ARSN 641 121 360)), Both application and monies must be received by 3pm Sydney time on 30 December 2022. Figures shown are rounded to two decimal places. 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. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. it offers exposure to a range of sectors including retail, commercial and industrial property securities. 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. Actively managed fund with investments in equities, bonds and cash. 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 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. All Rights Reserved. View the latest performance, income distribution and unit prices of Zurich Investments funds here. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. It's never too early - or late - to start putting a little aside for your future. 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. View more property details, sales history and Zestimate data on Zillow. 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 offers a range of managed investment funds covering a range of asset classes. Indicative equity range: 65% - 90% of the value of the fund. Target market determinations are available on our website.More info. 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. 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 latest fund information for Zurich Managed Pn EP 1, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. 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. Global Sustainability Core Equity(Dimensional). 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. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Indicative equity range: 20% - 50% of the value of the fund. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. FT is not responsible for any use of content by you outside its scope as stated in the. Warning: The value of your investment may go down as well as up. 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 get the best experience of the website we recommend that you upgrade your browser to one of the following; Chrome, Edge, Firefox or Safari. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Over this period, the fund has delivered consistent and competitive returns for investors. 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. We may record or monitor calls for training and quality purposes. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. 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. Always was, always will be Aboriginal land. Pricing for ETFs is the latest price and not "real time". Always was, always will be Aboriginal land. The benchmark return shown is a gross return. All Rights Reserved. There are two types of fund portfolios to choose from. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). 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. Share price information may be rounded up/down and therefore not entirely accurate. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. 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 videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. The latest fund information for Zurich Managed Equity Pn AP, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. A bond is essentially a loan. 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. Target market determinations are available on our website.More info. 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. Zurich Life Assurance plc is registered in Ireland under number 58098. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Always was, always will be Aboriginal land. 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. 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. Our mobile-optimised design allows you to connect on any device including mobile, tablet, laptop anytime, anywhere. 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) . Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The funds aim is to produce above-market returns with lower-than-market risk. Please complete and lodge the Application Form available below. Already a Zurich Life customer? An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Each bar is an observation period (the fund's return over the past 3M, at month's end). All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. . Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 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. 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. Do you have home, car, farm, van or business insurance? Do you have home, car, farm, van or business insurance?

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