Managed funds

Global Growth Share Fund

The Zurich Investments Global Growth Share Fund is an international share fund for long-term investors who want to capitalise on the unique opportunities presented by companies with sustainable earnings acceleration. Our strategic investment partner, American Century Investments, manages the fund with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation.

 

  • Overview

    How the fund works

    Zurich's Global Growth Share Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years.

    Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks.


    Click on the thumbnails below to learn more about the Global Growth Share Fund:
  • 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 American Century Investments in 2009 to manage the Zurich Investments Global Growth Share Fund.

    American Century Investments were established in 1958 and today have over US$155 billion in funds under management and employ 176 investment professionals*.  They have a truly unique ownership structure where over 45% of the company is owned by The Stowers Institute for Medical Research, which allows strong philanthropic support for cancer research.

    The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. The focus is on inflection points in company fundamentals with a process designed to uncover stocks that can outperform as earnings growth accelerates, market expectations rise and multiples expand.

     

    Keith Creveling
    Senior Portfolio Manager
    (with ACI since 1999)
    Brent Puff
    Senior Portfolio Manager
    (with ACI since 2001)
    Ted Harlan
    Portfolio Manager
    (with ACI since 2007)
     

    *Date as of 31 December 2017

  • Performance

    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.

    *Inception date is 1 September 2009

  • Latest insights

    Check here for the latest articles and insights from our Fund Manager


    Bernard Chua, Client Portfolio Manager of the Zurich Global Growth Share Fund was in town during March. While he was here, we asked Bernard to share his insights on the key drivers of outperformance in 2017, recent macro developments (including tariffs), the importance of fundamentals and where he is seeing investment opportunities today.

    Click the button below to watch the latest Meet the Manager webcast.


    Brent Puff, Senior Portfolio Manager discusses the outlook for global equity markets in 2018

  • Downloads
  • About Stowers

    The Stowers Institute for Medical Research

    In 2000 American Century Investments’ founder the late Jim Stowers and his wife Virginia transferred their 45% ownership stake of the company into an endowment to support the Stowers Institute for Medical Research (SIMR). A nonprofit biomedical research organisation, the Institute has 550 employees focused on 20 independent research programs all dedicated to finding cures for cancer and other gene-based diseases such as diabetes and dementia. According to American Century Investments’ President and CEO, Jonathan Thomas, this unique ownership structure makes it one of the most unusual asset management firms in the world.

    Please watch to learn more about Stowers’ and American Century’s mission to Prosper with Purpose.



    You can also take a look in the Lab at the Stowers Institute, and learn about some of the key projects they're working on right now:




    Find out more about Stowers at www.stowers.org

 

 

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Recommended by

The Global Growth Share Fund is recommended by these leading research houses:

Lonsec
Recommended
The 'Recommended' rating indicates that Lonsec has strong conviction the financial product can generate risk adjusted returns in line with relevant objectives and is considered an appropriate entry point to this asset class or strategy.^

Zenith
Recommended
Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#

 

Concentrated Global Growth Fund


Accelerated growth
Got a higher conviction?
Zurich's Concentrated Global Growth Fund is a concentrated portfolio of about 30 to 50 stocks that represent the ‘best ideas’ in the global market, typically sourced from the top half of Zurich’s existing diversified Global Growth Share Fund.
Click here to find out more.

Your investments could help save lives

Behind the Global Growth Share Fund is an asset management company with a unique ownership structure that is literally focused on saving lives.

 

Endowment to Stowers Medical Institute

American Century Investments’ founder the late Jim Stowers, and his wife Virginia, transferred their 45% stake to the Stowers Institute for Medical Research - a nonprofit biomedical research organization dedicated to finding cures for cancer and other gene-based diseases.

40% of profit to medical research

This move made the Institute controlling owner of American Century Investments ensuring more than 40% of profits are distributed in the form of dividends each year.

Major medical breakthroughs

These funds have given birth to major medical breakthroughs such as C.novyi-NT, an engineered bacteria that can destroy tumors. To find out more about this, click here.