Managed funds
Emerging Markets Equity Fund
The Zurich Investments Emerging Markets Equity Fund suits investors seeking to participate in emerging markets’ growth through a disciplined investment process that can reduce the effects of stock market volatility. The Fund aims to provide a core ‘through market cycle’ solution for investors looking to access the long-term growth potential of emerging markets.
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Overview
How the fund works
Zurich's Emerging Markets Equity Fund aims to generate 2-3% of excess returns relative to the MSCI Emerging Markets Index in A$ (net dividends reinvested) over a full market cycle of 3-5 years.
Watch this short video to find out how Zurich’s Emerging Markets Equity Fund works.
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About the manager
About the manager
Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. We appointed Wells Capital Management as the strategic investment partner for the fund in June 2014.
Wells Fargo Asset Management, parent of Wells Capital, is a leading global investment management firm with more than 1,100 team members, including 500 investment specialists and 29 autonomous investment teams.
The experienced investment team focuses on emerging markets equities that offer above-market, sustainable dividend yields. The fund is managed with the belief that emerging market companies that pay attractive and sustainable dividends offer the growth potential of emerging markets but with lower levels of volatility through a market cycle.
Alison Shimada
Portfolio Manager
Elaine Tse
Portfolio Manager -
Performance
Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The benchmark return shown is a gross return. Figures shown are rounded to two decimal places.
The full name of the benchmark used in the table is MSCI World Emerging Markets Index in $A (net dividends reinvested).
*Inception date is 23 June 2014 -
Charts
Performance figures are net of ongoing fees and expenses. The performance figures quoted are historical, calculated on an annualised basis using daily unit redemption prices, and do not allow for the effects of income tax or inflation. Total returns assume the reinvestment of all distributions. Growth returns are the returns due to change in initial capital value. Distribution returns are the returns due to the distributions paid which may include net realised capital gains. The Net Asset Value is used in the unit price chart.
The full name of the benchmark used in the chart is MSCI World Emerging Markets Index in $A (net dividends reinvested).
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Downloads
Emerging Markets Equity Fund's recent performance