August 29, 2019

August 29, 2019 | Investments Insightz


For investors who believe in making a difference

With increasing levels of interest amongst investors in making an impact with their investments, we know you have a tough job in trying to balance that with the need for performance as well.


With increasing levels of interest amongst investors in making an impact with their investments, we know you have a tough job in trying to balance that with the need for performance as well.

Watch this short video to learn more about The Stowers Story, and the very different ownership structure of our strategic investment partner, American Century Investments.

 


This September we will celebrate 10 years of partnership with American Century Investments, our fund manager for the Zurich Investments Global Growth and Concentrated Global Growth Funds.

Fund 1 Year (%) 3 Years (% p.a.) 5 Years (% p.a.) Inception*
Zurich Investments Global Growth Share Fund 18.67 17.46 15.57 13.54
MSCI World (Ex-Australia) Accumulation Index in $A (net dividends reinvested) 11.73 14.13 13.82 11.86

Source: Zurich Investments. Performance is net of fees. Past performance is not a reliable indicator of future results. Performance at 31 July 2019. *Inception date is 31 August 2009.

Fund 1 Year (%) 3 Years (% p.a.) Inception*
Zurich Investments Concentrated Global Growth Fund 26.27 21.70 14.15
MSCI World (Ex-Australia) Accumulation Index in $A (net dividends reinvested) 11.73 14.13 9.83

Source: Zurich Investments. Performance is net of fees. Past performance is not a reliable indicator of future results. Performance at 31 July 2019. *Inception date is 19 October 2015.

Find out more about the Fund here, or contact your Zurich representative to discuss how we can help you.

 

Important information: : The content of this publication are the opinions of the writer and is intended as general information only which does not take into account the personal investment objectives, financial situation or needs of any person. It is dated August 2019, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 of 5 Blue Street North Sydney NSW 2060, nor any of its related entities, employees or directors (Zurich) give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Zurich recommends investors seek advice from appropriately qualified financial advisers. Zurich and its related entities receive remuneration such as fees, charges and premiums for the financial products which they issue. Details of these payments can be found in the relevant fund Product Disclosure Statement. No part of this document may be reproduced without prior written permission from Zurich.
Past performance is not a reliable indicator of future performance. GINN FVHHKJ.00012.ME.036. DFOY-014860-2019

August 29, 2019

A moment with Matthew Drennan

This September we are proudly celebrating 10years of partnership with American Century, our fund manager for the Zurich Investments Global Growth and Concentrated Global Growth Funds.

August 29, 2019

Societal shifts as investment risks

What do Facebook, BHP, and Starbucks have in common? Or, put another way, what risk is most likely to drive change in each business?

August 29, 2019

Market Update

In this month’s Market Update Patrick Noble, Senior Investment Strategist, looks at the latest events driving investor sentiment across the major asset classes.