Zurich Investments 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.
Fund objectives
The fund aims to:
- provide investors with capital growth over the medium to long term
- provide a modest level of income
- outperform the performance benchmark over a period of five years.
Investment strategy
The fund invests in a mix of Australian and international shares, fixed interest securities, property securities and cash. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets.
Key features and benefits
| Features |
Benefits |
True diversification across two levels:
- asset class
- 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. |
About the manager
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, Inc
Lazard Asset Management Pacific Co.
Realindex Investments Pty Ltd |
| 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:
- Global economic overview
- Expected return forecasts
- Model portfolio construction
- Asset allocation strategy
- Implementation.
Who is it suitable for?
The fund is suited to investors seeking:
- a medium to long term investment
- capital growth and income
- a diversified portfolio of Australian and international shares, property securities, fixed interest securities and cash.
At a glance - Zurich Investments Managed Growth Fund
| 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: MSCI World (ex-Australia) Accumulation Index
Alternative Global Equity Fund: UBS Australian Bank Bill 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 |
How to invest
Zurich Investments Funds are available directly from Zurich, by completing the application form in the relevant Product Disclosure Statements, below. The funds are also available on a number of external master trusts, for more information contact your financial adviser or call the Zurich Client Service Centre on 131 551.
Disclaimer
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, 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 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.
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