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