Managed funds

Global Thematic Focus Fund

The Zurich Investments Global Thematic Focus Fund is a high conviction, long-term strategy designed to benefit from structural change through themes. The manager uses a distinctive thematic approach that identifies emerging trends in the global economy and invests in stocks poised to benefit as a result.

  • Overview

    How the fund works:

    The Zurich Investments Global Thematic Focus Fund invests in a focused portfolio of securities with high growth potential, that are primarily listed on international stock exchanges, and aims to provide investors with long-term capital growth. The fund aims to outperform the MSCI World (ex-Australia) Index in $A (net dividends reinvested) by 3% p.a. (gross of fees) over a period of five or more years.

  • About the Manager

    Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The Zurich Investments Global Thematic Focus Fund is managed by our strategic investment partner, Lazard Asset Management Pacific Co. (Lazard). Lazard is part of the global investment bank, Lazard Ltd, whose origins date back to 1848. Lazard is one of the world’s pre-eminent asset management firms with a network of offices in 11 countries.

    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 3-6 themes at any time.

    The Global Thematic Strategy employs a fully integrated sustainability approach aligned with societal goals and low carbon footprint.

     


    Nicholas Bratt
    Portfolio Manager

    Steve Wreford
    Portfolio Manager

    John King
    Portfolio Manager

    Rugsit Kansan
    Portfolio Analyst
     
  • 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.
    The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested).

    * Inception date is 5 November 2020

  • Themes

    Learn more about the key themes in the Fund by watching the below short videos:


    Click on the thumbnails below to learn more about the Global Thematic Focus Fund Themes:
  • Downloads



Recommended by

The Global Thematic Focus Fund is recommended by these leading research houses:

Zenith
Recommended
Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.1