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Zurich Investments Unhedged Global Growth Share Fund

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/101569-2024-08-31-03:19.pdf
FUND MANAGER Century Investment Management
ASX Code
APIR ZUR0581AU
ASSET CLASS GLOBAL EQUITIES
INVESTMENT STYLE The Fund invests in securities listed on international stock exchanges.
INVESTMENT PROFILE The Fund aims to provide investors with long-term capital growth and to outperform the Benchmark over periods of five or more years.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 31-08-2009
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 Quarterly
NO. OF HOLDINGS
FEES 0.98% p.a.
STRUCTURE

Benefits

Benefits

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

The benefits of investing in the Zurich Investments Unhedged Global Growth 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
  • online access to information about your investments via the Zurich website.

Risk level

Very High

Investor suitability

The Fund may be suitable for an investor looking for the following features:

  • an international share portfolio managed for long term capital growth
  • broad exposure to international share markets
RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

The Zurich Investments Global Growth Share Fund is an 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.

Investment return objective

To provide investors with long-term capital growth by investing in securities listed on international stock exchanges.

The Fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years.

Mandate

How we invest your money

The Fund invests in 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 price movements.

Asset allocation and range

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