Global Growth Share Fund

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

Key features

  • Disciplined investment process.
  • Differentiated growth philosophy that focuses on the direction of that growth to ensure that it is accelerating as well as sustainable.
  • Experience of the investment team.
  • Premier investment management organisation.

Meet the Manager

Zurich Investments provides exclusive access to specialist managers recognised as being the best in their area of expertise. We have appointed American Century Global Investment Management Inc (American Century Investments) to implement the investment management process for this Fund.

American Century Investments is a leading, privately-held, investment management firm that has been committed to delivering superior investment performance since 1958.

How the Fund works

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.

GGSF_fund_works
At a glance

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

 

Watch Keith Creveling, Senior Portfolio Manager from American Century Investments, portfolio manager of the Zurich Investments Global Growth Share Fund, provide you with an overview of the fund including an outline of the investment approach.

Reasons to invest

Disciplined process

The portfolio team applies a disciplined, growth-style investment process to select companies whose earnings and revenues are growing at an accelerating rate, which may lead to long-term growth.

Diversification

An integrated approach to stock selection enables the portfolio team to dynamically tilt its allocation to the most promising US and/or overseas companies. This positions the fund to deliver solid growth in a variety of markets.

Differentiated growth style

The portfolio team employs fundamental analysis to select stocks based on each individual company’s strengths and sustainability of earnings growth. This process also considers the attractiveness of a stock relative to the Fund’s existing holdings; consideration of macroeconomic factors, such as a country or region’s economic growth; and the direction of currency and interest rates.

Managed by a team of highly experienced portfolio managers with a long track record

You get comfort from knowing the depth and experience of the investment team.

Currency alternatives

The portfolio is available in two currency options to suit your individual objectives:

  • - Zurich Investments Global Growth Share Fund (actively hedged up to 40%)
  • - Zurich Investments Unhedged Global Growth Share Fund (fully unhedged).

How to invest

There are two ways you can invest with Zurich Investments:

  • Through a financial adviser
    Contact your financial adviser or call us on 131 551 to find an adviser.

  • Direct from Zurich
    Complete the application form in the Product Disclosure Statement below:
     

pdf
Zurich Investments Global Growth Share Fund PDS

Type: pdf (468Kb)

APIR ZUR0580AU; ARSN 136 834 798

pdf
Zurich Investments Unhedged Global Growth Share Fund PDS

Type: pdf (468Kb)

APIR ZUR0581AU; ARSN 136 845 193

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.

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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 - November 2014

Type: pdf (147Kb)

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

pdf
Zurich Investments Global Growth Share Retail Fund - Fund Focus - October 2014

Type: pdf (135Kb)

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

pdf
Zurich Investments Unhedged Global Thematic Share Fund - Fund Focus - October 2014

Type: pdf (128Kb)

The Zurich Investments Unhedged Global Thematic Share Fund generally invests in a broad selection of securities listed on foreign 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.