Managed funds
At Zurich Investments, we’ve been partnering with leading fund managers around the world for over 40 years. Through these partnerships, advisers and investors gain exclusive access to specialist managers recognised as experts in their fields.
We believe that successful investing comes from understanding the factors that influence returns for different investments in different markets. That’s why our managed funds cover a range of asset classes and are suitable for a variety of investment objectives. And because our funds are independently rated by Australia’s leading investment research firms, you know you’re in safe hands.
Discover how Zurich Investments can help you access compelling opportunities for strategic wealth creation. Our range of portfolios are available either as stand-alone products or to help diversify existing investment strategies.
Global Investment Funds
This fund aims to deliver long-term capital growth by investing in international securities with high growth potential. It’s designed for long-term investors who want to diversify their portfolios while gaining access to stocks that have the potential to outperform as their earnings growth accelerates.
With a concentrated portfolio of around 30–50 stocks, this fund represents the ‘best ideas’ in the global share market. It’s aimed at investors seeking long-term capital growth through international securities, with stocks are typically sourced from the top half of Zurich’s Global Growth Share Fund.
By applying a distinctive thematic approach, this fund identifies stocks that are poised to benefit from emerging trends and structural changes in the global economy. The fund’s aim is to produce above-market returns with lower-than-market risk. It also offers investors global diversification and the potential for long-term capital growth.
Within this fund, 3–6 investments themes are applied to identify stocks likely to benefit from emerging global economic trends. While it provides less diversification than the Global Thematic Share Fund, the select number of investment themes offers investors the potential for high returns and long-term capital growth, through exposure to international shares.
This fund invests in a range of growth and defensive assets – from Australian and international shares to property and fixed interest securities to alternatives, infrastructure, absolute return bonds and cash. Designed to reduce risk in investor portfolios through diversification, it aims to deliver both capital growth and some income over the medium-to-long term.
Suits investors seeking to participate in emerging markets’ growth through a disciplined investment process. The Fund aims to provide a core ‘through market cycle’ solution for investors looking to access the long-term growth potential of emerging markets.
Domestic Investment Funds
Designed for investors with a medium-to-long term investment horizon of 5–10 years, this fund aims to provide capital growth and regular income. By investing in property trusts listed on the ASX. it offers exposure to a range of sectors including retail, commercial and industrial property securities.