This site is for financial adviser use only.

Log in
The Adviser Portal
Zurich Link Portal

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. 

Request for contact

How the fund works

The Zurich Investments Global Thematic Share Fund generally invests in a broad selection of securities listed on foreign stock exchanges. 

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. 

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

The primary objective of the Fund is 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 or more years.

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:

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). Tracing its origins back to 1848, Lazard is known for its global perspective on investing and years of experience with global, regional and domestic portfolios. With more than 300 investment personnel worldwide, Lazard offers investors including Australian superannuation funds an array of equity, fixed income, and alternative investment solutions. Lazard operates from a network of local offices in more than thirteen different countries worldwide.

 


Nicholas Bratt
Portfolio Manager

Steve Wreford
Portfolio Manager

John King
Portfolio Manager

Rugsit Kanan
Portfolio Analyst
 

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

Download latest Fund Focus report

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:
Insights from our Partners: The Seven Sins of Thematic Investing

September 07, 2021

Insights from our Partners: The Seven Sins of Thematic Investing

Lazard Asset Management’s Global Thematic Equity team shares its decades of experience in identifying and avoiding the seven sins of thematic investing.

Recommended by

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

Bronzeas at 7 March 2023
Funds in this category have advantages that clearly outweigh any disadvantages across the pillars.1

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.3

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

Other portfolios in this strategy

Global Thematic Focus Fund

1 © 2023 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 (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ZUR0061AU November 2022) referred to in this piece 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, including target markets of financial products, where applicable, 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 our Product Assessments and at https://www.zenithpartners.com.au/our-solutions/investment-research/regulatory-guidelines/

3 The ratings issued April 2023 (ZUR0061AU & ZUR0517AU) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.

Important information: This information is current as at July 2023 and may be subject to change. It is derived from sources believed to be accurate as at this date. Zurich Investment Management Limited (Zurich Investments) ABN 56 063 278 400, AFSL 232511, GIIN XYY9MQ.00000.SP.036, is the issuer and responsible entity of the Zurich Investments Global Thematic Share Fund ARSN 089 663 543, Zurich Investments Hedged Global Thematic Share Fund ARSN 112 366 506 and Zurich Investments Unhedged Global Thematic Share Fund ARSN 108 486 193.

This information does not take into account an investor’s personal objectives, financial situation or needs and an investor should consider these factors and the appropriateness of the information and consider seeking advice specific to their individual circumstances from an appropriate professional.

Investors should also consider the Product Disclosure Statement (PDS) for the product available at zurich.com.au or by calling 131 551 in deciding whether to acquire or to continue to hold the product. Furthermore, this product has been designed to meet certain objectives, financial situations and needs, which are described in its Target Market Determination available at zurich.com.au/tmd. The information is a summary only and there are relevant conditions and exclusions that are explained in the PDS.

This information is for use by licensed financial advisers only.

Past performance is not a reliable indicator of future performance. Investments are subject to risk – returns can go up and down and may be positive or negative.

Any performance returns quoted are compound rates of return calculated on exit prices. They include growth and distributions (assumes reinvestment of distributions), are net of fees and taxes and are rounded to two decimal places. Any benchmark returns shown are gross returns.