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Managed funds

Managed Growth Fund

The Zurich Investments Managed Growth Fund is a diversified portfolio of Australian and international shares, property securities, fixed interest securities, alternative investments, infrastructure, absolute return bonds and cash. The fund is designed to reduce investment risk by diversifying across asset classes. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets.

  • Overview

    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.

    Zurich Investments believes that value can be added to the fund by carefully constructing a strategic benchmark allocation to achieve the long-term objectives. Active management of the tactical positions around this, using a combination of top-down and bottom-up inputs, can also provide the opportunity to enhance returns. Through access to extensive research capabilities, the fund aims to add value through superior stock selection in the underlying asset classes.

    The fund aims to provide investors with capital growth and some income over the medium to long term and provide exposure across a range of asset classes. Investors in the fund benefit from true diversification across both asset class and strategic investment partners, and a robust disciplined process.

  • About the Manager

    The Zurich Investments Managed Growth Fund is managed by a highly experienced team of four Investment specialists at Zurich Investments.

     

    Matthew Drennan
    Investment Committee Chair/ Portfolio Manager
    Patrick Noble
    Portfolio Manager
    Claire McCormack
    Quantitative Analysis, Alternate Chair
    Charles Stodart
    Generalist
     

    In addition, Zurich Investments consults an Investment Committee comprising specialist managers across asset classes. Each asset class allocation in the Zurich Investments Managed Growth Fund is managed by a team of highly experienced sector specialist portfolio managers.

    The strategic investment partners for each underlying asset class for the fund are as follows:
     

    Asset Class Strategic Investment Partner
    Australian shares Antares Capital Partners
    Celeste Funds Management
    Nikko AM Limited
    Schroder Investment Management Australia Limited
    DWS International GmbH
    International shares American Century Investment Management, Inc
    Lazard Asset Management Pacific Co
    Realindex Investments Pty Limited
    Wells Capital Management, Inc
    Epoch Investment Partners, Inc
    Australian property securities Renaissance Property Securities Pty Ltd
    Global property securities Presima Inc.
    Alternative investments Insight Investment Management (Global) Limited
    Robeco Hong Kong Limited
    Infrastructure Lazard Asset Management Pacific Co
    Fixed interest and cash Aberdeen Standard Investments Australia Limited
    Absolute return bond AllianceBernstein Investment Management Australia Limited
  • Performance

    Performance

    As per the current Product Disclosure Statement (PDS), the Zurich Investments Managed Growth Fund aims to achieve CPI+2.5% p.a. over rolling five year periods. The CPI data used to calculate the trailing performance data for the quoted Benchmark has been sourced from the Reserve Bank of Australia.

    *Inception date is 2 April 1997

  • Charts

    Select Chart:

    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.

    © Copyright 2018 Morningstar. All rights reserved.

  • Downloads

    Managed Growth Fund documents

     

    Managed Growth Fund’s recent performance

© Zurich

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, 118 Mount 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.