It does not consider your personal financial circumstances, needs or objectives. Investing in commercial property can give two types of return: capital growth on the value of a property, and rental income. 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. Share price information may be rounded up/down and therefore not entirely accurate. We offer a variety of managed funds to suit various risk profiles. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Global Sustainability Core Equity(Dimensional). 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. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Are you a pensions, savings, investments or protection customer? 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. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Its portfolio impact themes include new disease treatments, enhancements to medical equipment, access to medicine and new solutions for lowering healthcare costs. Show all Multi-asset Funds With-Profit Funds We've made it happen. Zurich Life Assurance plc is registered in Ireland under number 58098. 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. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Zurich Target Retirement Funds provide a one-stop investment solution for employees based on their planned retirement age. Please complete and lodge the Application Form available below. 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. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. 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. 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 Managed by Vanguard Asset Management, one of the worlds largest and most well-respected investment managers, the Zurich Risk Profile funds offer a range of low-cost profiles using index funds, designed to meet individual objectives. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. 2. over rolling five year periods. 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. Investments are not available to residents of countries other than Australia. Indicative equity range: 50% - 75% of the value of the fund. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Warning: The value of your investment may go down as well as up. Financial strength rating is for the Zurich Insurance Group, source: Standard & Poor's, January 2023. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. 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. 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. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Fund objective The US dollar Performance fund aims to provide long-term capital growth. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. The information on this Site does not take into account your objectives, financial situations or needs. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 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. 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. Other fund managers manage components of the fund, the most significant being BlackRock with typically 15 to . 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. A bond is essentially a loan. 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. 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 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. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Always was, always will be Aboriginal land. Copyright 2023 Zurich Life Assurance plc. 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. View more property details, sales history and Zestimate data on Zillow. Past performance is no guarantee of future results. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. 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. What levels of investment risk you're comfortable with. 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. Data delayed at least 60 minutes, as of Mar 03 2023. The benchmark return shown is a gross return. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. 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. 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. 2023 Morningstar. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Our lines are open Monday to Friday 8.30am-5.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Please be advised that there may be delays in delivering unit prices during this time of market volatility. it offers exposure to a range of sectors including retail, commercial and industrial property securities. Target market determinations are available on our website.More info. 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. Past performance is no guarantee of future results. When you invest in a fund, we buy shares in a company on your behalf. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Warning: Past performance is not a reliable guide to future performance. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. The fund is suited to investors with an investment horizon of five years or more, who are seeking long-term capital growth from international stocks. The information on this Site does not take into account your objectives, financial situations or needs. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a . 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. 2023 Morningstar. By investing in property trusts listed on the ASX. Target market determinations are available on our website.More info. 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 on this Site does not take into account your objectives, financial situations or needs. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Warning: Benefits may be affected by changes in currency exchange rates. Zurich Managed Funds Over 30 years of positive performance 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. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Indicative equity range: 20% - 50% of the value of the fund. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. 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. Always was, always will be Aboriginal land. The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. 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 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. The Simple Wealth has a small but very robust choice of Zurich Managed Funds to match your investment goals and risk appetite. *Inception date is 2 April 1997, Managed Growth Funds recent performance. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. 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. For all other plan numbers call: 0370 333 1500. It also offers investors global diversification and the potential for long-term capital growth. 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. 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. Do you have home, car, farm, van or business insurance? What to invest your money in is a big decision. How long you're happy to invest your money for. Zurich Life Assurance plc is registered in Ireland under number 58098. Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. 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. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Any prospectus you view on this page has not been approved by FT and FT is not responsible for the content of the prospectus. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. 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.