For over 35 years our Australian and global funds have given astute investors a distinct advantage, through access to independently sourced, best in class fund managers around the world. Through our rigour and expertise, Zurich Investments provides Australian advisers and investors with outstanding wealth-building opportunities.
Our funds are rated by a number of Australian research houses such as Lonsec, Zenith and Morningstar.
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, and then launched the Concentrated Global Growth Fund in 2015.
American Century Investments were established in 1958 and today have over US$165 billion in funds under management and employ 179 investment professionals*. They have a truly unique ownership structure where over 40% of the company is owned by The Stowers Institute for Medical Research, which allows strong philanthropic support for research and development into gene-based diseases.
*as at 30 June 2019
We appointed Celeste Funds Management to manage the Zurich Investments small companies exposure in August 2019, and also signed an exclusive agreement to distribute the existing Celeste Australian Small Companies Fund to advisers in the Australian market. Celeste Funds Management are an excellent addition to the suite of Zurich Investments strategic partnerships, with a strong, established brand in the Australian market, 15 year track record, stable team and attractive long-term performance.
We appointed Lazard Asset Management as our strategic investment partner to manage the Zurich Investments Global Thematic Share Fund in November 2003.
With an average of 31 years’ experience between the 4 co-portfolio managers, 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.
We appointed Renaissance Property Securities Pty Ltd (Renaissance) as the strategic investment partner for the Australian Property Securities Fund in November 2005.
Renaissance, a boutique manager established in April 2003, is owned by two experienced investment professionals who directly manage the Zurich Fund. With over 45 years’ combined experience, investors benefit from the Fund Managers’ successful track record and focused expertise in Australian property securities investing.
We appointed Wells Capital Management as the strategic investment partner for the Zurich Investments Emerging Markets Equity fund in June 2014.
Wells Fargo Asset Management, parent of Wells Capital, is a leading global investment management firm with more than 1,500 team members*, including 523 global investment professionals.
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.
*as at 30th September 2019