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 FundThe benefits of investing in the Zurich Investments Unhedged Global Growth Share Fund include:
Risk levelVery High Investor suitabilityThe Fund may be suitable for an investor looking for the following features:
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RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
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Detail |
Key Features
About the FundThe 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 objectiveTo 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 moneyThe 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
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