Performance

Diversified options
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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Capital Stable Fund Focus - May 2016

Type: pdf (76Kb)

This option invests mainly in fixed interest securities and cash with some exposure to growth assets such as Australian and international shares and listed property trusts. The option is designed to reduce risk by diversifying across asset classes.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Balanced Fund Focus - May 2016

Type: pdf (79Kb)

This option invests in a balanced mix of income and growth assets, which will include Australian and international shares, fixed interest securities, listed property trusts and cash. The option is designed to reduce overall portfolio risk by spreading the option's investments across asset classes.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Managed Growth Fund Focus - May 2016

Type: pdf (79Kb)

This option invests in a mix of Australian and international shares, fixed interest securities, listed property trusts and cash. The option is designed to reduce overall portfolio risk by spreading the option’s investments across asset classes.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Priority Growth Fund Focus - May 2016

Type: pdf (80Kb)

This option invests mainly in growth assets including Australian and international shares, listed property trusts and holds a smaller proportion of income assets including fixed interest and cash. The option is designed to reduce overall portfolio risk by spreading the option’s investments across asset classes.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Managed Share Fund Focus - May 2016

Type: pdf (76Kb)

This option invests in a mix of Australian and international shares. The option mainly invests in Australian companies, including property trusts, with a smaller allocation to shares listed on foreign stock exchanges.

Sector-specific options
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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Cash Fund Focus - May 2016

Type: pdf (75Kb)

This option invests in Australian wholesale money markets including bank guaranteed, government guaranteed and corporate securities.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Australian Fixed Interest Fund Focus - May 2016

Type: pdf (76Kb)

This option invests in a range of fixed interest securities including Australian government, state government and semi-government securities and corporate bonds.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Australian Property Securities Fund Focus - May 2016

Type: pdf (77Kb)

This option invests in a range of listed property securities, spread across retail, commercial, tourism and industrial property sectors.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Australian Value Share Fund Focus - May 2016

Type: pdf (77Kb)

This option invests in a range of companies listed on the Australian stock exchange. These investments may include shares and units in listed property trusts.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Global Equity Income Fund Focus - May 2016

Type: pdf (75Kb)

This fund invests in a carefully selected range of blue chip global shares and maintains a portfolio of exchange traded options in order to increase income and reduce investment risk. The fund also actively manages currency to reduce any impact on income generation.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Global Thematic Share Fund Focus - May 2016

Type: pdf (77Kb)

This option invests in a broad selection of companies listed on foreign stock exchanges.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Equity Income Fund Focus - May 2016

Type: pdf (73Kb)

This option invests in a range of securities listed on the Australian Stock Exchange that are expected to deliver a regular income stream. The option maintains a portfolio of bought and sold options over shares and equity index futures in order to deliver additional income and reduce investment risk.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Global Property Securities Fund Focus - May 2016

Type: pdf (77Kb)

The Fund invests in a range of global (ex-Australia) listed property securities that are engaged in the ownership, construction, financing, management or sale of commercial, industrial or residential real estate.

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Zurich Superannuation Plan & Zurich Account-Based Pension - Zurich Global Growth Share Fund Focus - May 2016

Type: pdf (152Kb)

This fund invests in securities with high growth potential that are primarily listed on international stock exchanges.

Externally managed options
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Zurich Superannuation Plan & Zurich Account-Based Pension - Colonial First State Australian Shares Fund Focus - May 2016

Type: pdf (75Kb)

The investment objective is to provide investors with long-term capital growth with some income by investing in a broad selection of Australian companies. Colonial First State's approach is based on the belief that, over the medium-to-long term, share prices are driven by growth in a company's earnings, despite the existence of sentiment which can lead to short-term price volatility.

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Zurich Superannuation Plan Investment Performance - June 2016

Type: pdf (126Kb)

The Zurich Superannuation Plan offer a choice of 15 investment options ranging from the more conservative cash option through to Australian and international share options, and a collection of other options in between. The product is flexible because of the wide scope investors have with regard to the level of contribution, the type of contribution, insurance options and investment choices.

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Zurich Account-Based Pension Investment Performance - June 2016

Type: pdf (124Kb)

The Zurich Account-based Pension is a flexible and convenient investment designed to deliver a tax effective income stream in retirement. It offers wide investment choice, flexible payment options and practical features all within one, convenient fund structure. It provides a flexible and simple solution to help investors enjoy a smooth retirement.

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Zurich Wholesale Superannuation and Zurich Wholesale Pension - June 2016

Type: pdf (95Kb)

Zurich Wholesale Superannuation and Zurich Wholesale Pension are investment products available to the trustees of Australian regulated superannuation funds.
Zurich Investments offers Zurich Wholesale Superannuation and Zurich Wholesale Pension for such investors looking to participate in a tax paid investment vehicle.

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Zurich Superannuation Trustee Investment Plan Investment Performance - June 2016

Type: pdf (122Kb)

The Zurich Superannuation Trustee Investment Plan offer a choice of 14 investment options ranging from the more conservative cash option through to Australian and international share options, and a collection of other options in between.

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Performance benchmarks

A performance benchmark provides an overall measurement of the performance of a particular asset class. Each asset class has a specific, recognised market index.

The current benchmarks for the Zurich single sector investment options are set out in the table below.

Investment option Performance benchmark
 
Cash UBS Australian Bank Bill Index
Australian Fixed Interest UBS Australian Composite Bond Index (All Maturities)
Australian Property Securities S&P/ASX 300 Property Trusts Accumulation Index
Global Property Securities FTSE EPRA/NAREIT Developed Index Net TRI (hedged in $A)
Australian Value Share S&P/ASX 300 Accumulation Index
Global Thematic Share MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested)
Global Small Companies Share S&P/Citigroup Extended Market World Index in $A

The benchmarks for the Zurich multi-sector (diversified) investment options managed directly by Zurich Investment Management Limited (ZIM) - Capital Stable, Balanced, Managed Growth, Priority Growth and Managed Share - will generally be a combination of these indices. The actual combination will be based on the percentage each asset class (eg property) represents as a proportion of the total portfolio of assets held by the investment option. The current benchmarks for each asset class are shown in the table below.

Asset class Performance benchmark
 
Australian Shares 1 S&P/ASX 300 Accumulation Index (ex-property)
Australian Shares2 S&P/ASX 300 Accumulation Index
International Shares MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested)
Australian Property Securities S&P/ASX 300 Property Trusts Accumulation Index
Global Property Securities FTSE EPRA/NAREIT Developed Index Net TRI (hedged in $A)
Australian Fixed Interest3 UBS Australian Composite Bond Index (All Maturities)
Defensive Fixed Interest4 UBS Australian Government Bond Index ( 0–5 Year Maturities)
International Fixed Interest Lehman Global Aggregate Index hedged into $A
Cash UBS Australian Bank Bill Index

 

1 Benchmark for Australian Shares in all investment options managed directly by ZIM except the Managed Share option
2 Benchmark for Australian Shares in the Managed Share option only
3 Benchmark for Australian Fixed Interest in all investment options managed directly by ZIM except the Capital Stable option
4 Benchmark for Australian Fixed Interest in the Capital Stable option only

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