Zurich Investments Managed Growth Fund
About this Fund
|FUND MANAGER||Zurich Investment Management|
|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|
|FUND SIZE||Custom composite|
|NO. OF HOLDINGS|
Benefits of investing in the Zurich Investments Managed Growth Fund
The benefits of investing in the Zurich Investments Managed Growth Fund include:
Medium to High
The fund is suited to investors seeking:
About the Fund
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 sectors.
Managed Growth Fund key features
Investment return objective
To 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.
The benchmark return is the weighted average of the applicable benchmark for the asset class in which the fund invests.
How we invest your money
The 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.