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Zurich investments managed growth fund

Managed funds

Managed Growth Fund

A mix of Australian and international shares, fixed interest securities, property securities and cash.

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.

Managed Growth Fund key features

  • Long-term capital growth
  • Regular income that is paid quarterly
  • Diversification across two levels: asset class and strategic investment partners
  • Managed by a team of highly experienced sector-specialist investment managers
     

Managed Growth Fund at a glance

 

Investment universe A diversified portfolio of shares, property securities, fixed interest securities and cash
Investment style Diversified
Benchmark

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
Risk profile Medium
Suggested investment timeframe Five years
Distribution frequency Quarterly

 

 

Managed Growth Fund documents

 

Managed Growth Fund’s recent performance

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Important Information: Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. We strongly recommend that investors consider the PDS and their specific financial needs and objectives with a suitably qualified financial and taxation adviser when committing to decisions about this financial product. The information on this page is specific to the Zurich Investments Managed Growth Fund (ARSN 089 663 865), which is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511, GINN FVHHKJ.00012.ME.036, 5 Blue Street North Sydney NSW 2060 (Zurich Investments). The content of this web page is given in good faith and is derived from sources believed to be accurate, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Neither Zurich Investments Management Limited ABN 56063278400 AFSL 232511 GINN FVHHKJ.00012.ME.036 nor any of its related entities, employees or directors give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Applications can only be made on the application form included in the current Product Disclosure Statement.