Managed Growth Fund

The Zurich Investments Managed Growth Fund 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 has encountered many significant events in financial markets, yet it continues to deliver consistent and competitive returns for investors.

Meet the Managers

Zurich Investments provides exclusive access to specialist managers recognised as being the best in their area of expertise. The strategic investment partners for each underlying asset class for the fund are as follows:

Asset class Strategic investment partner
 
Australian shares Schroder Investment Management Australia Limited
Above The Index Asset Management Pty Ltd
State Street Global Advisors, Australia, Limited
Ellerston Capital Limited
 
International shares American Century Global Investment Management
Lazard Asset Management Pacific Co.
Realindex Investments Pty Ltd
Wells Capital Management, Inc
 
Australian property securities Renaissance Property Securities Pty Ltd
 
Global property securities Cohen & Steers Capital Management, Inc.
 
Alternative investments Lazard Assest Management Pacific Co.
Colonial First State Investment Limited
Denning Pryce Pty Ltd
 
Fixed interest and cash Aberdeen Asset Management Limited
 

How the Fund works

Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Active management of the tactical positions around this, using a combination of top-down and bottom-up inputs, can also provide the opportunity to enhance returns. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying sectors.

There are five key steps that make up our asset allocation process:

  1. Global economic overview
  2. Expected return forecasts
  3. Model portfolio construction
  4. Asset allocation strategy
  5. Implementation.

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
 

Reasons to invest

True diversification across two levels (asset class and strategic investment partners)

You benefit from sound diversification which may improve the risk/return profile of the fund.

Employs a robust disciplined process.

This process gives you a compelling risk/reward trade-off.

Each asset class is managed by a team of highly experienced sector specialist portfolio managers.

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

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 Managed Growth Fund PDS

Type: pdf (1.2Mb)

APIR ZUR0059AU; ARSN 089 663 865

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 - September 2014

Type: pdf (186Kb)

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.

pdf
Zurich Investments Managed Growth Retail Fund - Fund Focus - February 2014

Type: pdf (120Kb)

The Zurich Investments Managed Growth Retail 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 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.