February 01, 2018

February 01, 2018 | Media Releases


Zurich Investments welcomes Sigma as its new Small Companies Fund manager

Zurich Investments announces the appointment of Sigma Funds Management (Sigma) as the strategic investment partner to manage the Zurich Investments Small Companies Fund.

Focused purely on Australian small companies outside the S&P/ ASX 100, the fund aims to provide investors with long-term capital growth outperforming the small companies index over periods of three or more years.

“Sigma is an excellent addition to the Zurich suite of best of breed fund manager partners, and their proven track record in managing a 'true to label' small caps fund offers Australian advisers a new solution for this highly sought after asset class", said Patrick Noble, Senior Investment Strategist from Zurich Investments.

Sigma’s team is highly experienced and has an extensive track record of managing small companies. They take a value-driven approach with a clear focus on risk adjusted returns and believe that actively managed small companies can outperform the small companies index over a full investment cycle.

Stephen Giubin, Director and Investment Manager at Sigma said, “The Sigma team is proud to partner with Zurich Investments. With a proven track record of delivering significant outperformance against the benchmark since inception with this strategy, we’re looking forward to working with Zurich to deliver long-term returns for investors”.

For more information about the Zurich Investments Small Companies Fund please visit: www.zurich.com.au/smallcaps

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Zurich Insurance Group (Zurich) is a leading multi-line insurer that serves its customers in global and local markets. With about 54,000 employees, it provides a wide range of property and casualty, and life insurance products and services in more than 210 countries and territories. Zurich’s customers include individuals, small businesses, and mid-sized and large companies, as well as multinational corporations. The Group is headquartered in Zurich, Switzerland, where it was founded in 1872. The holding company, Zurich Insurance Group Ltd (ZURN), is listed on the SIX Swiss Exchange and has a level I American Depositary Receipt (ZURVY) program, which is traded over-the-counter on OTCQX. Further information about Zurich is available at www.zurich.com.

This information was prepared in February 2018 based on our understanding of the subject matter and derived from sources believed to be accurate at the time of preparation. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such.   Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 is the responsible entity of the Fund. The information contains general advice which does not take into account any personal objectives, financial situation or needs – readers should consider these factors, the appropriateness of the information and the Zurich Investments Small Companies Fund Product Disclosure Statement (available on www.zurich.com.au) before making any decisions. DFOY-013135-2018

For further information contact:

Caitlin Lynch
Communications Specialist,
Zurich Life & Investments

caitlin.lynch@zurich.com.au