Managed Growth Fund

The Zurich Investments Managed Growth Fund invests in a mix of Australian and international shares, fixed interest securities, property securities and cash. It was first launched as a wholesale superannuation portfolio in 1979, making it one of the oldest managed funds in Australia that is still open for investment. Over this extensive period, the fund continues to deliver consistent and competitive returns for investors.

Key Features

  • Long-term capital growth
  • Regular income, paid quarterly
  • Diversification across two levels - asset class and strategic investment partners
  • Managed by a team of highly experienced sector-specialist investment managers

At a Glance

Investment universe A diversified portfolio of shares, property securities, fixed interest securities and cash
Investment style Diversified
Benchmark

The benchmark return is the weighted average of the applicable benchmark for the asset class in which the fund invests.

Australian shares: S&P/ASX 300 (ex-property) Accumulation Index

International shares: 90% MSCI World (ex-Australia) Accumulation Index and 10% MSCI Emerging Markets Accumulation Index

Australian property securities: S&P/ASX 300 AREIT Accumulation Index

Global property securities: FTSE EPRA / NAREIT Developed Index Net TRI (hedged in $A)

Fixed interest: 50% UBS Australian Composite Bond (All Maturities) Index and 50% Barclay Capital Global Aggregate Index Hedged into $A

Alternative investments and cash: UBS Australian Bank Bill Index

Risk profile Medium
Suggested investment timeframe Five years
Distribution frequency Quarterly

Related Materials
pdf
Zurich Investments Managed Growth Fund PDS

Type: pdf (1001Kb)

APIR ZUR0059AU

pdf
Managed Growth Fund - Fund Profile

Type: pdf (403Kb)

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

pdf
Managed Growth Fund - Diversify your investments for more consistent returns

Type: pdf (382Kb)

Asset classes all perform differently. This flyer for investors explores the benefits of diversification as a means of risk management.

Performance

pdf
Zurich Investments Managed Growth Fund - Fund Focus - July 2016

Type: pdf (175Kb)

The Fund invests in a mix of Australian and international shares, fixed interest securities, property securities and cash. The Fund is designed to reduce investment risk by diversifying across asset classes.

 

 

 

 

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 Managed Growth Fund (ARSN 089 663 865), 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.