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 FundThe benefits of investing in the Zurich Investments Concentrated Global Growth Fund include:
Risk levelVery High Investor suitabilityThis Fund is suitable for investors seeking an international share portfolio managed for long term capital growth. |
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
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Key Features
About the FundThe 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 objectivesThe fund aims to:
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Mandate
How we invest your moneyThe 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
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