Why invest with Zurich Investments

Your partner in strategic wealth creation

For 40 years our Australian and global funds have given astute investors a distinct advantage, through access to independently sourced, best in class fund managers around the world. Through our rigour and expertise, Zurich Investments provides Australian advisers and investors with outstanding wealth-building opportunities.

Our funds are rated by a number of Australian research houses such as Lonsec, Zenith and Morningstar.

Meet our Strategic Investment Partners

Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise.

American Century Investments

We appointed American Century Investments in 2009 to manage the Zurich Investments Global Growth Share Fund, and then launched the Concentrated Global Growth Fund in 2015.

American Century Investments were established in 1958 and today have over US$165 billion in funds under management and employ 179 investment professionals*.  They have a truly unique ownership structure where over 40% of the company is owned by The Stowers Institute for Medical Research, which allows strong philanthropic support for research and development into gene-based diseases.

*as at 30 June 2019

Funds they manage


Celeste Funds Management

We appointed Celeste Funds Management to manage the Zurich Investments small companies exposure in August 2019, and also signed an exclusive agreement to distribute the existing Celeste Australian Small Companies Fund to advisers in the Australian market. Celeste Funds Management are an excellent addition to the suite of Zurich Investments strategic partnerships, with a strong, established brand in the Australian market, 15 year track record, experienced team and attractive long-term performance.

Funds they manage


Lazard Asset Management

We appointed Lazard Asset Management as our strategic investment partner to manage the Zurich Investments Global Thematic Share Fund in November 2003.

With an average of 31 years’ experience between the 4 co-portfolio managers, the investment team analyses the major changes taking place around the world and identifies themes which represent a distinct investment opportunity. All themes are methodically researched and tested in order to establish their validity and the portfolio typically includes 8-12 themes at any time.

Funds they manage


Renaissance Property Securities

We appointed Renaissance Property Securities Pty Ltd (Renaissance) as the strategic investment partner for the Australian Property Securities Fund in November 2005.

Renaissance, a boutique manager established in April 2003, is owned by two experienced investment professionals who directly manage the Zurich Fund. With over 45 years’ combined experience, investors benefit from the Fund Managers’ successful track record and focused expertise in Australian property securities investing.

Funds they manage


Wells Capital Management

We appointed Wells Capital Management as the strategic investment partner for the Zurich Investments Emerging Markets Equity fund in June 2014. 

Wells Fargo Asset Management, parent of Wells Capital, is a leading global investment management firm with more than 1,500 team members*, including 523 global investment professionals.

The experienced investment team focuses on emerging markets equities that offer above-market, sustainable dividend yields. The fund is managed with the belief that emerging market companies that pay attractive and sustainable dividends offer the growth potential of emerging markets but with lower levels of volatility through a market cycle.

Funds they manage

*as at 30th September 2019


For a full list of our strategic investment partners, click here


Our approach to Derivative Risk Management

Derivatives are financial instruments such as options, futures and swaps used to reduce risk or improve returns in investments funds. Find out more about Zurich's approach to Derivatives Risk Management.

Helpful links

❯ View Zurich Investments Product Disclosure Statements and other helpful documents.

❯ Already an existing customer? Login for easy online access to your Zurich Investments portfolio

Need Advice?

A financial adviser can help you to decide which investment strategy best suits you. Zurich provides access to services that can connect you to a financial adviser:

Association of Financial Advisers (AFA)

Financial Planning Association of Australia (FPA)

ASIC’s MoneySmart website also has valuable information on what to look for when choosing a financial adviser.

Or contact us

Call 131 551
Monday-Thursday: 8.30am – 7.00pm
Friday: 8.30am – 5.30pm


Business Code of Conduct

Zurich’s Code of Conduct sets out the way all employees are expected to do business. The Code of Conduct is also reflected in, and supported by, a broad range of policies and procedures. For more information about these, please click on the links below: