Global Thematic Share Fund

The Zurich Investments Global Thematic Share Fund uses a distinctive thematic approach that identifies emerging trends in the global economy and invests in stocks poised to benefit as a result. The fund's active, thematic approach seeks to find the most attractive global opportunities.

The Zurich Investments Global Thematic Share Fund is managed by our strategic investment partner, Lazard Asset Management. The team analyses the major changes taking place around the world and identifies themes which represent a distinct investment opportunity. All themes are methodically researched and tested in order to establish their validity and the portfolio typically includes 8-12 themes at any time.

Key Features

  • Consistent performance with lower levels of volatility
  • Highly differentiated thematic style and benchmark-unaware approach
  • Unrivalled investment team experience – management of thematic portfolios for over 20 years
  • Three currency options – actively hedged, fully hedged and unhedged
  • Highly rated by independent research houses

At a glance

Investment universe

Stocks listed on International (ex-Australia) stock exchanges

Investment style

Thematic

Target return

Risk adjusted return above the benchmark over a period of seven years or more

Tracking error

Not targeted, typically between 5-8 per cent p.a.

Benchmark

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

Number of stocks held

Typically around 100

Risk profile

High

Suggested investment timeframe

Seven years

Distribution frequency

Half yearly

Related Materials
pdf
Zurich Investments Global Thematic Share Fund PDS

Type: pdf (388Kb)

APIR ZUR0061AU

pdf
Global Thematic Share Fund - Fund Profile

Type: pdf (246Kb)

This is a detailed fund overview, which includes the objectives, key features and benefits of the Zurich Investments Global Thematic 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

pdf
Zurich Investments Global Thematic Share Fund brochure - Theme Today, Growth Tomorrow

Type: pdf (158Kb)

A description of the themes within the Zurich Investments Global Thematic Share Fund as at October 2014.

pdf
Cut through the white noise with the Zurich Investments Global Thematic Share Fund - Infographic

Type: pdf (6.1Mb)

A visual display of our unique selection process which lead to Zurich Investments delivering the Global Thematic Share Fund to Australian investors.

Performance

pdf
Zurich Investments Global Thematic Share Fund - Fund Focus - August 2016

Type: pdf (120Kb)

The Zurich Investments Global Thematic Share Fund generally invests in a broad selection of securities listed on foreign stock exchanges. The Fund will actively hedge up to 40% of its exposure to international currency back to Australian dollars.

 

 

 

 

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), 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.