Managed funds

Global Thematic Share Fund

The Zurich Investments Global Thematic Share Fund uses a distinctive thematic approach that identifies emerging trends in the global economy and invests in stocks poised to benefit as a result. The fund pursues a differentiated process to offer a diversified portfolio of international shares that aims to deliver risk adjusted returns that exceed the benchmark over periods of seven years or more. This strategy is about identifying long-term wealth creation opportunities while protecting against concentrations of market risk.

  • Overview

    How the fund works

    Zurich’s Global Thematic Share Fund aims to provide long-term capital growth with the benefits of global diversification. The fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more.

    Watch the following short videos to find out how Zurich's Global Thematic Fund provides a differentiated approach to delivering capital growth in global markets.


    Click on the thumbnails below to learn more about the Global Thematic 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. The Zurich Investments Global Thematic Share Fund is managed by our strategic investment partner, Lazard Asset Management Pacific Co. (Lazard). Lazard is part of the global investment bank, Lazard Ltd, whose origins date back to 1848. Lazard is one of the world’s pre-eminent asset management firms with a network of offices in 13 countries.

    The investment team analyses the major changes taking place around the world and identifies themes which represent a distinct investment opportunity. All themes are methodically researched and tested in order to establish their validity and the portfolio typically includes 8-12 themes at any time.

     


    Nicholas Bratt
    Portfolio Manager

    Andrew Norris
    Portfolio Manager

    Steve Wreford
    Portfolio Manager

    John King
    Portfolio Manager
     
  • 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.

    *Inception date is 25 July 1997

  • Latest Insights

    Check here for the latest articles and insights from our Fund Manager


    Nicholas Bratt and John King, Portfolio Managers of the Zurich Global Thematic Share Fund were in town during May. While they were here, we asked them to share their insights on the key drivers of outperformance over the past 12 months, explain why thematic investing remains relevant today, and to give us a sneak peek as to how their thematic thinking is evolving.

    Click the button below to watch the latest Meet the Manager webcast.


  • Downloads

 

 

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Recommended by

The Global Thematic Share Fund is recommended by this leading research house:

 

 

Morningstar Bronze

Bronze
Funds in this category have advantages that clearly outweigh any disadvantages across the pillars.1