The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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. 2023 Morningstar. Within this fund, 36 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. 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. There are two types of fund portfolios to choose from. We have a wide range of funds to suit your investment needs. 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 Total Staff. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website.Past performance is not an indication of future performance. Alternatives is an investment that is not one of the four traditional asset classes (Cash, Bonds, Property and equity-funds). 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. Already a Zurich Life customer? Warning: Benefits may be affected by changes in currency exchange rates. What levels of investment risk you're comfortable with. 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. 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. Fund information This investment choice is a portfolio internally managed by Zurich on a discretionary basis. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Copyright 2023 Zurich Life Assurance plc. 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. If you've got questions about investing in funds, check out our help and support section. Zurich Investments ACI Healthcare Impact Fund PDS 230 KB, pdf Zurich Investments Australian Property Securities Share Fund PDS 230 KB, pdf 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. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Global Maintains exposure across all key regions to achieve a global strategic asset allocation Always was, always will be Aboriginal land. How long you're happy to invest your money for. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. Please complete and lodge the Application Form available below. Share price information may be rounded up/down and therefore not entirely accurate. Do you have home, car, farm, van or business insurance? 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. All Rights Reserved. We have a wide range of funds to suit your investment needs. Global Sustainability Core Equity(Dimensional). Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Share price information may be rounded up/down and therefore not entirely accurate. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. Warning: If you invest in these funds you may lose some or all of the money you invest. 2. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. 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. 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. FT is not responsible for any use of content by you outside its scope as stated in the. 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. Show all Multi-asset Funds With-Profit Funds 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. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Do you have home, car, farm, van or business insurance? 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. 2023 Morningstar. 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. Warning: If you invest in these funds you may lose some or all of the money you invest. Past performance is no guarantee of future results. 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. 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. Are you a pensions, savings, investments or protection customer? 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. 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. 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. 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. Before investing, you should decide: We have a wide range of funds to suit your investment needs. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. What to invest your money in is a big decision. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Already a Zurich Life customer? Always was, always will be Aboriginal land. Pricing for ETFs is the latest price and not "real time". Investors pay into the fund, and their money gets pooled together with the premiums of other investors. 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). 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. We appointed American Century Investmentsin 2009 to manage the Zurich Investments Global Growth Share Fund. This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. Cash funds invest in cash deposits, for example, in a bank account, with a specified level of interest. 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 The chart shows how frequently the fund's 3M return is positive or negative. Warning: The value of your investment may go down as well as up. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. 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. Warning: Benefits may be affected by changes in currency exchange rates. The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. 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 Our full range of funds ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity. 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. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Use our handy fund calculators to check fund performance and fund price. Warning: The value of your investment may go down as well as up. In the spirit of reconciliation, Zurichacknowledges theTraditional Custodians of country throughout Australia and theirconnections to land, sea and community.
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