Zurich Investments Managed Growth Fund
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100481-2024-08-31-03:19.pdf |
FUND MANAGER | Zurich Investment Management |
ASX Code | |
APIR | ZUR0059AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The Fund invests in a diversified portfolio of shares, property securities, fixed interest securities and cash. |
INVESTMENT PROFILE | The Fund aims to provide investors with capital growth over the medium to long term, through exposure across a range of asset classes. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 02-04-1997 |
BENCHMARK | Custom composite |
FUND SIZE | Custom composite |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | |
FEES | 0.94% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Zurich Investments Managed Growth FundThe benefits of investing in the Zurich Investments Managed Growth Fund include:
Risk levelMedium to High Investor suitabilityThe fund is suited to investors seeking:
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RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundThe 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 sectors. Managed Growth Fund key features
Investment return objectiveTo provide investors with capital growth over the medium to long term, through exposure across a range of asset classes. The fund aims to achieve CPI+2.5% pa over rolling five year periods before fees and taxes. BenchmarkThe benchmark return is the weighted average of the applicable benchmark for the asset class in which the fund invests.
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Mandate
How we invest your moneyThe fund invests in a mix of Australian and international shares, fixed interest securities, property securities and cash. Zurich Investments believes that successful investing comes from understanding the factors that drive and influence returns for different investments in different markets. Asset allocation and range(Asset class: Range / Benchmark)
Total growth assets: 45%-85% / 72%
Total income assets: 15%-55% / 28% *The range for Australian and global property securities is a combined range. |