Managed funds

Concentrated Global Growth Fund

The Zurich Investments Concentrated Global Growth Fund is a highly focused international share fund for long-term investors who want to capitalise on the unique opportunities presented by companies with sustainable earnings acceleration. Our strategic investment partner, American Century Investments, manages the fund with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. The fund offers a concentrated portfolio of the manager’s ‘highest conviction ideas’ in the global market.

 

  • Overview

    How the fund works

    Zurich’s Concentrated Global Growth Fund was launched in Australia in October 2015. American Century is the underlying manager and has been successfully running the strategy for over a decade. The Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges. The fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) by 3% to 4% over periods of five or more years.

    In this short video, American Century’s Bernard Chua explains the investment philosophy behind Zurich’s Concentrated Global Growth Fund.


    Click on the thumbnails below to learn more about the Concentrated Global Growth Fund:
  • About the manager

    About the manager

    Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. We appointed American Century Investments in 2009 to manage the Zurich Investments Global Growth Share Fund, and launched the Zurich Investments Concentrated Global Growth Fund with them in October 2015.

    American Century Investments were established in 1958 and today have over US$155 billion in funds under management and employ 176 investment professionals*.  They have a truly unique ownership structure where over 45% of the company is owned by The Stowers Institute for Medical Research, which allows strong philanthropic support for cancer research.

    The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. The focus is on inflection points in company fundamentals with a process designed to uncover stocks that can outperform as earnings growth accelerates, market expectations rise and multiples expand.

     

    Keith Creveling
    Senior Portfolio Manager
    Brent Puff
    Senior Portfolio Manager
    Ted Harlan
    Portfolio Manager
     

    *Date as of 31 December 2017

  • Performance

    Performance


    Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The benchmark return shown is a gross return. Figures shown are rounded to two decimal places.

    The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested).

    *Inception date is 29 October 2015

  • Charts
  • Downloads
  • The Stowers Story

 

 

Now available on

   



Recommended by

The Concentrated Global Growth Fund is recommended by this leading research house:

 

Zenith
Recommended
Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.#
 
Morningstar Gold

Bronze as at 23 April 2021
Funds in this category have advantages that clearly outweigh any disadvantages across the pillars.1
The Morningstar Analyst Rating™ for Zurich Investments Concentrated Global Growth Fund is Bronze as at 23 April 2021.

Award winning

 


Money Management: Fund Manager of the Year 2020

Zurich is the Money Management Awards Winner for 2020 in the Global Equities category.~