Investment documents and forms

Product Disclosure Statements

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 complete and lodge the Application Form at the end of the PDS.

PDS updates

22/1/2016  Managed Growth Fund Removal of Investment Partner

Update to the Zurich Investments Managed Growth Fund PDS: Removal of Investment Partner

Effective 22 January 2016, the Alternative Investment asset class within the Managed Growth Fund will no longer include Colonial First State Investments  Ltd as an investment partner.


Identification forms

Investment forms