Emerging Markets Equity Fund

The Zurich Investments Emerging Markets Equity Fund is for investors seeking to participate in emerging markets’ growth through a disciplined investment process that can reduce the effects of stock market volatility. Managed by our world-renowned partner, Wells Fargo Asset Management, the fund invests in emerging market stocks with capital appreciation potential as well as above average dividend yields.

Watch this short video to see how the fund works

Emerging Markets Equity Fund at a glance

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How the fund works

Zurich's Emerging Markets Equity Fund aims to generate 2-3% of excess returns relative to the MSCI Emerging Markets Index in A$ (net dividends reinvested) over a full market cycle of 3-5 years.

Watch this short video to find out how Zurich’s Emerging Markets Equity Fund works.

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.

*Inception date is 25 June 2014



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Strategic investment partner

Wells Fargo Asset ManagementWells Fargo Asset Management is a leading global investment management firm with more than 1,400 team members, including 500 investment specialists and 32 autonomous investment teams. It offers world class investment solutions across multiple asset classes and investment styles across equity, fixed income and multi-asset class solutions.

Important Information:

Before investing in Zurich Investments Emerging Markets Equity 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 Emerging Markets Equity 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 5 Blue Street North Sydney Australia is the Fund responsible entity.