Investment documents and forms

Zurich Australia Limited (“Zurich”) has entered into an agreement with Russell Investment Group Pty Limited (“Russell Investments”) for Russell Investments to acquire Zurich Investment Management Limited. Subject to regulatory approval and certain other conditions, the sale is anticipated to complete around the beginning of the second quarter of 2026. For more information, please click here.

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
Log into My Zurich Zurich Investments Portal (Managed Investments MUFG Investor Centre) The Adviser Portal