Global Growth Share Fund

The Zurich Investments Global Growth Share Fund is an international share fund which uses a distinctive growth-oriented investment strategy. It is designed for long-term investors who want to capitalise on the unique opportunities presented by fast-growing companies around the world.

The Zurich Investments Global Growth Share Fund is managed by our strategic investment partner, American Century Investments. The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation or growth. The focus is on inflection points in company fundamentals with a process designed to uncover stocks that outperform as earnings growth accelerates, market expectations rise and multiples expand.

Key Features

  • Disciplined investment process
  • Differentiated growth philosophy with a focus on sustainable accelerating growth
  • Managed by a highly experienced and reputable investment team

Investment universe

Stocks listed on International (ex-Australia) stock exchanges

Investment style

Growth

Target return

2% to 3% p.a. above the benchmark over rolling three to five-year periods.

Tracking error

Not targeted

Benchmark

MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested)

Number of stocks held

Typically around 90-110

Risk profile

High

Suggested investment timeframe

Seven years +

Distribution frequency

Half yearly

Related Materials
pdf
Zurich Investments Global Growth Share Fund PDS

Type: pdf (619Kb)

APIR ZUR0580AU

pdf
pdf
pdf
Global Growth Share Fund - Fund profile

Type: pdf (213Kb)

This is a detailed fund overview, which includes the objectives, key features and benefits of the Zurich Investments Global Growth Share Fund.

pdf
Invest in international shares to access more opportunities - Investor audience

Type: pdf (605Kb)

There are a huge range of shares available outside of the Australian sharemarket that give you access to high growth regions and well-known companies. Investors will learn of the opportunities available outside Australia, including access to high growth regions and well known companies

Performance

pdf
Zurich Investments Global Growth Share Fund - Fund Focus - December 2015

Type: pdf (109Kb)

The Zurich Global Growth Share Fund invests in securities with high growth potential that are primarily listed on international stock exchanges.

pdf
Zurich Investments Unhedged Global Growth Share Fund - Fund Focus - December 2015

Type: pdf (109Kb)

The Zurich Investments Unhedged Global Growth Share Fund invests in securities with high growth potential that are primarily listed on international stock exchanges.

 

 

 

 

Important Information: Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. 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. The information on this page is specific to the Zurich Investments Global Thematic Share Fund (ARSN 089 663 543), Zurich Investments Unhedged Global Thematic Share Fund (a wholesale class of units in the Zurich Investments Unhedged Global Thematic  Share Scheme ARSN 108 486 193) and Zurich Investments Hedged Global Thematic Share Fund (a wholesale class of units in the Zurich Investments Hedged Global Thematic  Share Scheme ARSN 112 366 506) , all of  which is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511, GINN FVHHKJ.00012.ME.036, 5 Blue Street North Sydney NSW 2060 (Zurich Investments). 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. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. 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. Applications can only be made on the application form included in the current Product Disclosure Statement.