Emerging Markets Equity Fund

The Zurich Investments Emerging Markets Equity Fund is for investors seeking to participate in emerging markets’ growth through a disciplined investment process that can reduce the effects of stock market volatility. Managed by our world-renowned partner, Wells Fargo Asset Management, the fund invests in emerging market stocks with capital appreciation potential as well as above average dividend yields.

Watch this short video to see how the fund works

Emerging Markets Equity Fund at a glance

Documents and forms

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How the fund works

Watch this short video to find out how Zurich’s Emerging Markets Equity Fund works.

Performance

Zurich’s Emerging Markets Equity Fund aims for 2-3% p.a. above the Emerging Market Index over rolling 3-5 year periods. The fund has outperformed its benchmark by 4% pa since inception in June 2014.

Fund performance after fees as at June 2016

  6 months
%
1 year
%
2 years
% p.a.
Since inception
% p.a.
 Growth -1.4 -9.3 3.9 3.6
 Income 3.5 3.4 3.1 3.1
 Total 2.1 -5.9 6.9 6.6
 Benchmark 4.0 -9.2 2.8 2.7

Strategic investment partner

Wells Fargo Asset ManagementWells Fargo Asset Management is a leading global investment management firm with more than 1,400 team members, including 500 investment specialists and 32 autonomous investment teams. It offers world class investment solutions across multiple asset classes and investment styles across equity, fixed income and multi-asset class solutions.

Important Information:

This publication is dated June 2016, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Before investing in Zurich Investments Emerging Markets Equity Fund please consider the Fund Product Disclosure Statement (PDS) as the PDS contains important information. Information concerning the Zurich Investments Emerging Markets Equity Fund is general advice only. It does not consider your personal financial circumstances, needs or objectives. Past performance is not a reliable indicator of future performance. Performance returns are quoted as net of fees and taxes. The Fund is managed by Wells Fargo Asset Management, however it is not available to US based investors. Applications to invest can only be made on the form contained in the Fund PDS. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. ME.036 of 5 Blue Street North Sydney Australia is the Fund responsible entity.