The Zurich Investments Global Growth Share Fund is an international share fund for long-term investors who want to benefit from fast-growing companies around the world. Managed by our strategic investment partner American Century Investments the fund invests in stocks on the verge of significant growth by identifying ‘inflection points’ in company fundamentals that point to earnings acceleration and rising market expectations.
Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks.
The Global Growth Share Fund aims for 2% - 3% p.a. above the benchmark over rolling three to five year periods. Since its inception in 2009 the Global Growth Share Fund has generated 13.6% return to end December 2015 – above global market benchmarks.
Quarterly fund performance after fees - as at Dec 20151
|Since inception %pa|
The Global Growth Share Fund is recommended by this leading research house:
Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.2
Got a higher conviction?
Zurich's Concentrated Global Growth Fund is a concentrated portfolio of about 30 to 50 stocks that represent the ‘best ideas’ in the global market, typically sourced from the top half of Zurich’s existing diversified Global Growth Share Fund.
Click here to find out more.
Behind the Global Growth Share Fund is an asset management company with a unique ownership structure that is literally focused on saving lives.
American Century Investments’ founder the late Jim Stowers, and his wife Virginia, transferred their 40% stake to the Stowers Institute for Medical Research - a nonprofit biomedical research organization dedicated to finding cures for cancer and other gene-based diseases.
This move made the Institute controlling owner of American Century Investments ensuring more than 40% of profits are distributed in the form of dividends each year.
These funds have given birth to major medical breakthroughs such as C.novyi-NT, an engineered bacteria that can destroy tumors. To find out more about this, click here.
1. Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Total return includes both growth and distribution returns. Growth return is the change in exit price over the relevant period. The benchmark return shown is a gross return. Please note that figures shown are rounded to one decimal place, therefore some rounding errors may occur.
2. The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned December 2015) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). 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. 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. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at http://www.zenithpartners. com.au/RegulatoryGuidelines
This publication is dated February 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 Global Growth Share Fund please consider the Fund Product Disclosure Statement (PDS) as the PDS contains important information. Information concerning the Zurich Investments Global Growth Share 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 American Century Investment, 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.