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Global Growth Share Fund

The Zurich Investments Global Growth Share Fund is an 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.

 

  • Overview

    How the fund works

    Zurich's Global Growth Share 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) over periods of five or more years.

    Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks.


    Click on the thumbnails below to learn more about the Global Growth Share 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.

    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
    (with ACI since 1999)
    Brent Puff
    Senior Portfolio Manager
    (with ACI since 2001)
    Ted Harlan
    Portfolio Manager
    (with ACI since 2007)
     

    *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 1 September 2009

    Download latest Fund Focus report
  • Charts

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    Performance figures are net of ongoing fees and expenses. The performance figures quoted are historical, calculated on an annualised basis using daily unit redemption prices, and do not allow for the effects of income tax or inflation. Total returns assume the reinvestment of all distributions. Growth returns are the returns due to change in initial capital value. Distribution returns are the returns due to the distributions paid which may include net realised capital gains. The Net Asset Value is used in the unit price chart.

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

    © Copyright 2018 Morningstar. All rights reserved.

  • Downloads

    Global Growth Fund documents


    Global Growth Fund's recent performance

     

     

     

  • The Stowers Story

 

 

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Recommended by

The Global Growth Share 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 Global Growth Fund is Bronze as at 23 April 2021.

Concentrated Global Growth Fund


Accelerated growth
Got a higher conviction?
Zurich's Concentrated Global Growth Fund is a concentrated portfolio of about 30 to 50 stocks that represent the ‘best ideas’ in the global market, typically sourced from the top half of Zurich’s existing diversified Global Growth Share Fund.
Click here to find out more.

   

© Zurich

^ The Lonsec Rating (assigned February 2019) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Zurich Investment product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec's Ratings methodology, please refer to the website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings

# The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned 25 November 2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on the Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

1 © 2021 Morningstar, Inc. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and www.morningstar.com.au/s/fapds.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

Important Information: Before investing in Zurich Investments Global Growth Share Fund please consider the Fund Product Disclosure Statement (PDS)(available through www.zurich.com.au) as the PDS contains important information. Information concerning the Zurich Investments Global Growth Share Fund is general advice only. It does not consider your personal financial circumstances, needs or objectives. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Past performance is not a reliable indicator of future performance. Investments are not available to residents of countries other than Australia. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. ME.036 of 118 Mount Street, North Sydney Australia is the Fund responsible entity.