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Zurich Investments Unhedged Global Thematic Share Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101567-2022-10-01-02:59.pdf
FUND MANAGER Lazard Asset Management Pacific
ASX Code
APIR ZUR0518AU
ASSET CLASS GLOBAL EQUITIES
INVESTMENT STYLE The Fund generally invests in a broad selection of securities listed on foreign stock exchanges.
INVESTMENT PROFILE The Fund aims to achieve risk adjusted returns that exceed the Benchmark over periods of seven years or more.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 14-10-2005
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 8-12 themes, around 100 stocks
FEES 0.98% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the Zurich Investments Unhedged Global Thematic Share Fund

The benefits of investing in the Zurich Investments Unhedged Global Thematic Share Fund include:

  • access to a diversified 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, and
  • 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 Global Thematic Share Fund uses a distinctive thematic approach that identifies emerging trends in the global economy and invests in stocks poised to benefit as a result. The fund pursues a differentiated process to offer a diversified portfolio of international shares that aims to deliver risk adjusted returns that exceed the benchmark over periods of seven years or more. This strategy is about identifying long-term wealth creation opportunities while protecting against concentrations of market risk.

The Fund aims to provide long-term capital growth with the benefits of global diversification, and to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more.

About the Manager

Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. The Zurich Investments Global Thematic Share Fund is managed by our strategic investment partner, Lazard Asset Management Pacific Co. (Lazard). Lazard is part of the global investment bank, Lazard Ltd, whose origins date back to 1848. Lazard is one of the world's pre-eminent asset management firms with a network of offices in 13 countries.

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.

Mandate

How we invest your money

The Fund generally invests in a broad selection of securities listed on foreign stock exchanges.

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

Asset Allocation and Range

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