The Zurich Investments Managed Growth Fund was first launched as a wholesale superannuation portfolio in 1979, making it one of the oldest managed funds in Australia that is still open for investment. Over this period, the fund has delivered consistent and competitive returns for investors.
|Investment universe||A diversified portfolio of shares, property securities, fixed interest securities and cash|
The benchmark return is the weighted average of the applicable benchmark for the asset class in which the fund invests.
Australian shares: S&P/ASX 300 (ex-property) Accumulation Index
International shares: 90% MSCI World (ex-Australia) Accumulation Index and 10% MSCI Emerging Markets Accumulation Index
Australian property securities: S&P/ASX 300 AREIT Accumulation Index
Global property securities: FTSE EPRA / NAREIT Developed Index Net TRI (hedged in $A)
Fixed interest: 50% UBS Australian Composite Bond (All Maturities) Index and 50% Barclay Capital Global Aggregate Index Hedged into $A
Alternative investments and cash: UBS Australian Bank Bill Index
|Suggested investment timeframe||Five years|