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.
Fund objectives
The fund aims to:
provide investors with long term capital growth
outperform the MSCI World (ex Australia) Accumulation Index (in $A) by 2.5 per cent p.a. over rolling three to five year periods
provide global diversification.
Investment strategy
The investment 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.
Key features and benefits
Features
Benefits
Managed using a thematic investment style which typically includes 8-12 themes.
This diversification across both themes and stocks may reduce overall volatility and provide attractive risk/reward outcomes over the long term.
You benefit from an innovative approach which blends well with other investments.
Strong buy and sell discipline / strong
valuation methodology that underpins the stock selection.
You get a resilient performer that continues to work in tough markets.
The portfolio is available in three currency
options as separate funds:
Zurich Investments Global Thematic Share fund (actively hedged)
Zurich Investments Hedged Global Thematic Share fund (fully hedged)
Zurich Investments Global Thematic Share fund (fully unhedged).
You choose the currency management to suit your individual objectives.
Managed by a team of highly experienced portfolio managers with a long track record.
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 Zurich Investments Global Thematic Share Fund is managed by our strategic investment partner, Lazard Asset Management Pacific Co. (Lazard). Lazard is a wholly owned subsidiary of Lazard Asset Management, LLC which originated as a partnership in 1848 and became one of the first global investment banks.
Vision impaired users can call 131 551 for a verbal description of this chart.
Who is it suitable for?
The fund is suited to investors seeking:
a diversified portfolio of international shares
a medium to long term investment of seven or more years.
At a glance - Zurich Investments Global Thematic Share Fund
Investment universe
Stocks listed on International (ex-Australia) stock exchanges
Investment style
Thematic
Target return
2.5 per cent p.a. above the benchmark over rolling three to five year periods
Tracking error
Not targeted, typically between 5-8 per cent p.a.
Benchmark
MSCI World (ex Australia) Accumulation Index in $A (net dividends reinvested)
Number of stocks held
Typically around 100
Risk profile
High
Suggested investment timeframe
Seven years
Distribution frequency
Half yearly
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.
Investments
Zurich Investments Global Thematic Share Fund
APIR ZUR0061AU
ARSN 089 663 543
Zurich Investments Hedged Global Thematic Share Fund
APIR ZUR0517AU
ARSN 112 366 506
Zurich Investments Unhedged Global Thematic Share Fund
APIR ZUR0518AU
ARSN 108 486 193
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, 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.
