Managed funds
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.
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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:
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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
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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 -
Charts
Performance figures are net of ongoing fees and expenses. The performance figures quoted are historical, calculated on an annualised basis using end-of-month 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.
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Latest insights
Check here for the latest articles and insights from our Fund Manager
Bernard Chua, Client Portfolio Manager of the Zurich Global Growth Share Fund was in town during March. While he was here, we asked Bernard to share his insights on the key drivers of outperformance in 2017, recent macro developments (including tariffs), the importance of fundamentals and where he is seeing investment opportunities today.
Click the button below to watch the latest Meet the Manager webcast.
Brent Puff, Senior Portfolio Manager discusses the outlook for global equity markets in 2018
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Downloads
Global Growth Fund documents
Global Growth Fund's recent performance -
About Stowers
The Stowers Institute for Medical Research
In 2000 American Century Investments’ founder the late Jim Stowers and his wife Virginia transferred their 45% ownership stake of the company into an endowment to support the Stowers Institute for Medical Research (SIMR). A nonprofit biomedical research organisation, the Institute has 550 employees focused on 20 independent research programs all dedicated to finding cures for cancer and other gene-based diseases such as diabetes and dementia. According to American Century Investments’ President and CEO, Jonathan Thomas, this unique ownership structure makes it one of the most unusual asset management firms in the world.
Please watch to learn more about Stowers’ and American Century’s mission to Prosper with Purpose.
You can also take a look in the Lab at the Stowers Institute, and learn about some of the key projects they're working on right now:
Find out more about Stowers at www.stowers.org
Your investments could help save lives
Behind the Global Growth Share Fund is an asset management company with a unique ownership structure that is literally focused on saving lives.
Endowment to Stowers Medical Institute
American Century Investments’ founder the late Jim Stowers, and his wife Virginia, transferred their 45% stake to the Stowers Institute for Medical Research - a nonprofit biomedical research organization dedicated to finding cures for cancer and other gene-based diseases.
40% of profit to medical research
This move made the Institute controlling owner of American Century Investments ensuring more than 40% of profits are distributed in the form of dividends each year.
Major medical breakthroughs
These funds have given birth to major medical breakthroughs such as C.novyi-NT, an engineered bacteria that can destroy tumors. To find out more about this, click here.