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.
- 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
Stocks listed on International (ex-Australia) stock exchanges
Risk adjusted return above the benchmark over a period of seven years or more
Not targeted, typically between 5-8 per cent p.a.
MSCI World (ex Australia) Accumulation Index in $A (net dividends reinvested)
|Number of stocks held||
Typically around 100
|Suggested investment timeframe||
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.
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
Type: pdf (158Kb)
A description of the themes within the Zurich Investments Global Thematic Share Fund as at October 2014.
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.
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.