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Zurich Investments Concentrated Global Growth Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101050-2024-08-31-03:19.pdf
FUND MANAGER American Century
ASX Code
APIR ZUR0617AU
ASSET CLASS GLOBAL EQUITIES
INVESTMENT STYLE The Fund invests in a concentrated portfolio of securities with high growth potential that are primarily listed on international stock exchanges.
INVESTMENT PROFILE The Fund aims to outperform the Benchmark by 3% to 4% over periods of five or more years.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 19-10-2015
BENCHMARK MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested)
FUND SIZE MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested)
DISTRIBUTION FREQUENCY Half-yearly
NO. OF HOLDINGS 30-50
FEES 1.10% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the Zurich Investments Concentrated Global Growth Fund

The benefits of investing in the Zurich Investments Concentrated Global Growth Fund include:

  • access to a concentrated portfolio of securities listed on global share markets;
  • the potential for long-term capital growth;
  • regular reporting and a dedicated customer service team to keep you up to date on your investments;
  • online access to information about your investments via the Zurich website.

Risk level

Very High

Investor suitability

This Fund is suitable for investors seeking an international share portfolio managed for long term capital growth.
RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

The Zurich Investments Concentrated Global Growth Fund is a highly focused international share fund for long-term investors who want to capitalise on the unique opportunities presented by companies with sustainable earnings acceleration. Our strategic investment partner, American Century Investments, manages the fund with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. The fund offers a concentrated portfolio of the manager's highest conviction ideas' in the global market.

Zurich's Concentrated Global Growth Fund was launched in Australia in October 2015. American Century is the underlying manager and has been successfully running the strategy for over a decade. The Fund aims to provide investors with long-term capital growth by investing in securities listed on international stock exchanges.

Fund objectives

The fund aims to:

  • provide investors with long-term capital growth
  • outperform the MSCI World (ex-Australia) Accumulation Index (in A$) (net dividends reinvested) by 3% to 4% p.a. over periods of five or more years
  • provide global diversification

Mandate

How we invest your money

The fund invests in a concentrated portfolio of securities with high growth potential that are primarily listed on international stock exchanges.

The fund will be fully unhedged at all times, providing investors with exposure to foreign exchange fluctuations as well as underlying share movements.

Asset allocation

  • International shares: 90-100%
  • Cash: 0-10%