Investments

Your partner in strategic wealth creation

For 40 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. 

Managed funds

Zurich offers a range of managed investment funds covering a range of asset classes. The right choice for you will depend on your investment portfolio's objective, as well as your appetite for risk
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How to invest

There are two ways you can invest with Zurich Investments.

Through a financial adviser

A financial adviser can help you to decide which investment options best suit you.

Zurich provides a free service that can connect you to a financial adviser.

Phone: 131 551
Monday-Thursday: 8.30am – 7.00pm
Friday: 8.30am – 5.30pm
Or email: client.service@zurich.com.au

Directly from us

To invest directly in a Zurich Investments fund you need to read the fund’s Product Disclosure Statement (PDS) and complete and lodge the Application Form at the end of the PDS.

You can find Zurich Investments’ PDSs and forms here.

How to apply

Zurich provides a free service that can connect you to an independent financial adviser:

ASIC’s MoneySmart website also has valuable information on what to look for when choosing a financial adviser.

Or contact us

Call 131 551
Monday-Thursday: 8.30am – 7.00pm
Friday: 8.30am – 5.30pm

Email: client.service@zurich.com.au


My investments

Zurich Investments portfolio

For easy, online access to your Zurich Investments portfolio, log in or register with:

Current Investors can still access their historic information on:

Helpful Documents

Can't find what you need?

Call 131 551
Monday-Thursday: 8.30am – 7.00pm
Friday: 8.30am – 5.30pm

Email: client.service@zurich.com.au