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Global Thematic Share Fund

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 pursues a differentiated process to offer a diversified portfolio of international shares that aims to deliver risk adjusted returns that exceed the benchmark over periods of seven years or more. This strategy is about identifying long-term wealth creation opportunities while protecting against concentrations of market risk.

  • Overview

    How the fund works

    Zurich’s Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more.

    Watch the following short videos to find out how Zurich's Global Thematic Fund provides a differentiated approach to delivering capital growth in global markets.


    Click on the thumbnails below to learn more about the Global Thematic 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. The Zurich Investments Global Thematic Share 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 13 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 8-12 themes at any time.

     


    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 25 July 1997

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  • Charts

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    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 (ex-Australia) Accumulation Index in $A (net dividends reinvested).

    © Copyright 2018 Morningstar. All rights reserved.

  • 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 Share Fund Themes:
  • Downloads

    Global Thematic Share Fund documents


    Global Thematic Share Fund's recent performance

 

 

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Recommended by

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

Morningstar Bronze

Bronze
Funds in this category have advantages that clearly outweigh any disadvantages across the pillars.1

 

 

 

Zenith
Recommended
Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.2

 

© Zurich

1 © 2019 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO").

2 The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned 25 November 2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on the Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

Important Information: Before investing in Zurich Investments Global Thematic Fund please consider the Fund Product Disclosure Statement (PDS)(available through www.zurich.com.au) as the PDS contains important information. Information concerning the Zurich Investments Global Thematic Fund is general advice only. It does not consider your personal financial circumstances, needs or objectives. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Past performance is not a reliable indicator of future performance. Investments are not available to residents of countries other than Australia. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity.