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 Investment Objective: Zurich Managed 1% AP Pension Fund To achieve. The videos, white papers and other documents displayed on this page are paid promotional materials provided by the fund company. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. 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. 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. 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. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. 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. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. With a concentrated portfolio of around 3050 stocks, this fund represents the best ideas in the global share market. The investments are smoothed over time and the resulting profits are shared among the policyholders by way of a dividend. Over this period, the fund has delivered consistent and competitive returns for investors. 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 Global Growth Share Fund is recommended by this leading research houses: Recommended This fund focuses on investing in innovative healthcare companies from around the world that are positioned to have a positive societal impact. If you're looking for a particular fund and can't find it, it could be on our closed to new business list. Actively managed fund with investments in equities, bonds and cash. PDF US dollar Blue Chip - The Financial Express 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 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. There are two types of fund portfolios to choose from. Do you have home, car, farm, van or business insurance? Primary fund for Zurich Managed Mixed Investment 40-85% Shares Source: Financial Express as at 31/08/2022. 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. 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. Warning: The value of your investment may go down as well as up. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia. 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. 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. An actively managed fund investing in a diversified portfolio of bonds, equities and cash. Welcome to My Zurich - Zurich Australia Find out more information about our Retirement Planning Funds. The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). 0370 241 6950. The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested). 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. 940 Sandlewood Ct , Lake Zurich, IL 60047-2722 is a single-family home listed for rent at /mo. Copyright 2023 Zurich Life Assurance plc. Copyright 2023 Zurich Life Assurance plc. We appointed American Century Investments in 2009 to manage the Zurich Investments Global Growth Share Fund.. American Century Investments were established in 1958 and today have over US$213 billion in funds under management and employ 196 investment professionals*. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. 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. 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. 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. 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. The portfolio can then be left to automatically adjust its asset allocation over time, to reflect the member's stage in life. Target market determinations are available on our website.More info. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. All managed funds data located on FT.com is subject to the. View more property details, sales history and Zestimate data on Zillow. Please be advised that there may be delays in delivering unit prices during this time of market volatility. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Cookies help us improve your website experience. As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. *Inception date is 2 April 1997, Managed Growth Funds recent performance. Target market determinations are available on our website.More info. The 1,190 sq. Zurich Life Assurance plc is regulated by the Central Bank of Ireland. 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. 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. Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Do you have home, car, farm, van or business insurance? 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. Our full range of funds Before investing, you should decide: We have a wide range of funds to suit your investment needs. 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. Details of full year components of distributions will be provided in the 2023 Annual Taxation Statement. Target market determinations are available on our website.More info. 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. Indicative equity range: 75% - 100% of the value of the fund, Specific stocks held are actively managed by Zurich Life. What levels of investment risk you're comfortable with. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Our lines are open Monday to Friday 8.00am-6.30pm, Saturday 9.30am-12.30pm, excluding bank holidays. Bronzeas at30 March 2022 Robust Choice of Investment Funds . All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes. Legal Privacy Advice Notice document.write(new Date().getFullYear())ZurichAustralia. Show all Multi-asset Funds With-Profit Funds Past performance is no guarantee of future results. 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). Read the Zurich Risk Profile Funds Brochure. All Rights Reserved. FT is not responsible for any use of content by you outside its scope as stated in the. The offer, sale or delivery of the securities within the United States or to, or for the account or benefit of, U.S. Investment documents and forms - Zurich Australia 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. 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 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. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Warning: The value of your investment may go down as well as up. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Are you a pensions, savings, investments or protection customer? The latest fund information for Zurich Managed Bond Focused G4 AL, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields. 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. Zurich's Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. ZURUBCH Quote - Zurich - US Dollar Blue Chip Fund 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 managed funds data located on FT.com is subject to the. Zurich Insurance Group (ZFSVF) was downgraded to a Sell Rating at J.P Zurich Managed G4 AL Life Fund - Financial Times Many governments and companies borrow money from investors to raise funds and they do so by issuing securities known as bonds. Already a Zurich Life customer? 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. 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. Managed Funds | Zurich Life Funds Manage my pension | Zurich Pension 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. 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. 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). The information provided below constitutes a Notice pursuant to section 12-395 of Schedule 1 to the Taxation Administration Act 1953. FT is not responsible for any use of content by you outside its scope as stated in the. Full details regarding Zeniths methodology, ratings definitions and regulatory compliance are available on our Product Assessments and athttp://www.zenithpartners.com.au/RegulatoryGuidelines Designed for investors with a medium-to-long term investment horizon of 510 years, this fund aims to provide capital growth and regular income. The information on this Site does not take into account your objectives, financial situations or needs. Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The exposure to fixed-interest securities is lower than that of the Blue Chip investment choice. Global Thematic Share Fund - Zurich Australia 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 on this Site does not take into account your objectives, financial situations or needs. Managed funds - Zurich Australia 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. 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. 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. 2023 Morningstar. All content on FT.com is for your general information and use only and is not intended to address your particular requirements. Always consider its appropriateness and the applicable PDS, policy wording and Financial Services Guide. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). What to invest your money in is a big decision. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process. Sign in to manage your account, view your policy details, or talk to a helpful member of our customer care team. Threadneedle Investment Services Limited is authorised and regulated by the Financial Conduct Authority. Manage my investments | Pensions and Investments | Zurich All Rights Reserved. Zurich gives you access to a range of pre-defined funds, managed by some of the worlds largest and well respected investment managers. Use our handy fund calculators to check fund performance and fund price. We pay our respect totheir Elders past and present and extend that respect to allAboriginal and Torres Strait Islander peoples today. 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 by Threadneedle Asset Management Limited. 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. 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. Important Information:Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. Please contact the Zurich Client Service Centre on 131 551 or email the Zurich Investments Administration Team atut.admin@zurich.com.au. Our lines are open Monday to Friday 8.30am-5.30pm, excluding bank holidays. Australian resident unit holders should not rely on the information contained in the above table for the purposes of completing their income tax returns. It can include precious metals such as gold and copper, as well as investments in water infrastructure and agriculture. Warning: Benefits may be affected by changes in currency exchange rates. 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. Managed funds At Zurich Investments, we've been partnering with leading fund managers around the world for over 40 years. Investors pay into the fund, and their money gets pooled together with the premiums of other investors. Zurich Investments business Code of Conduct, Portfolio Holding Disclosure Zurich Master Superannuation Fund, Supporting customers experiencing vulnerability. Please complete and lodge the Application Form available below. 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. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. When you invest in a fund, we buy shares in a company on your behalf. Managed Funds | Zurich International View the latest performance, income distribution and unit prices of Zurich Investments funds here. Zurich Managed Funds are global funds managed for more than 30 years by Columbia Threadneedle Asset Zurich Life Assurance plc is registered in Ireland under number 58098. Warning: If you invest in these funds you may lose some or all of the money you invest. Zurich Managed 1% AP Pension Fund - Morningstar Refer to our Financial Services Guide (FSG) for more information atwww.morningstar.com.au/s/fsg.pdf. Global Growth Share Fund - Zurich Australia

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