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