Investment documents and forms

Z Series by Russell Investments

Russell Investments’ acquisition of Zurich Investment Management Limited was completed on 31 March 2026. The entity is now known as Z Series by Russell Investments Limited.

The funds will continue to be managed in accordance with their existing investment objectives and strategies, providing continuity for advisers and investors. Consistent with the change in ownership, the funds will be rebranded as ‘Z Series by Russell Investments’ in due course.

A dedicated section of the Russell Investments website will be updated to bring together all relevant information and resources. In the meantime, please continue to use this website for fund information and bookmark the Russell Investments webpage.

A Product Disclosure Statements (PDS) is an important document that describes financial products - their benefits as well as their risks.

To invest directly in a Zurich Investments fund you need to read the fund’s PDS and Additional Information Guide, which forms part of the PDS.

Please complete and lodge the Application Form available below.
Additional Information Guide
Application Booklet