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.
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.
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.
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 25 July 1997
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).
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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.
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