Zurich

Dear voornaam,

For over 40 years our Australian and global funds have given astute investors a distinct advantage, through access to independently sourced fund managers. Zurich Investments offers a suite of innovative and specialist managed fund solutions across a range of sectors and objectives that may provide you and your clients with compelling opportunities for wealth creation.*

Discover some of our solutions now:

Strategic investment partner:
Lazard Asset
Management Pacific Co.
Investment style:
Global Thematic

Zurich Investments Global Thematic Share Fund

The Zurich Investments Global Thematic Share Fund is built on the themes and relationships that define international business. Lazard Asset Management Pacific Co. (Lazard) uses their team’s vast market knowledge and extensive research capability to identify emerging trends in the global economy and invests in stocks poised to benefit as a result.

Find out more.

Strategic investment partner:
American Century Investments
Investment style: Growth

Zurich Investments Global Growth Share Fund

In volatile markets, investing in international equities may benefit from proactive management. Our partnership with American Century Investments gives your clients access to a range of international companies with recognised growth potential. Their unique approach hones in on accelerating earnings growth potential, by focusing on companies with sustainable improvements in business fundamentals.

Find out more.

Strategic investment partner:
American Century Investments
Investment style: Growth

Zurich Investments Concentrated Global Growth 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.

Find out more.

Strategic investment partner:

Renaissance Property Securities Pty Ltd (Renaissance)

Investment style:
Value

Zurich Investments Australian Property Securities Fund

The Zurich Investments Australian Property Securities Fund
offers investors access to some of the best value listed property securities in Australia and is actively managed by Renaissance, one of the most experienced investment teams in the industry.

The Fund aims to invest in mispriced property securities with a potential to re-rate based on Renaissance’s own research and income forecasts.

Find out more.

Strategic investment partner:
Celeste Funds Management
Investment style:
Style Agnostic

Celeste Australian Small Companies Fund

The Celeste Australian Small Companies Fund is a high conviction Australian Small Companies Fund, providing an actively managed exposure to ASX-listed shares that are outside of the ASX100.

Celeste believes the intrinsic worth of any security is determined by the value of its future cash flows, and that a disciplined investment process is essential to capturing alpha, managing investment risk, and minimising the scope for capital loss.

Find out more.

Strategic investment partner:
American Century Investments
Investment style:
Growth

Zurich Investments ACI Healthcare Impact Fund

The Zurich Investments ACI Healthcare Impact Fund provides access to a portfolio of healthcare companies listed on global markets, with the potential for long-term capital growth, while also supporting positive social impact.

The healthcare investment universe has an unprecedented level of innovation, which the manager believes may lead to opportunities for significant value creation. In addition, as these companies attain their fundamental objectives they also have potential to create a meaningful impact on society.

Find out more.

To learn more about the managed fund solutions and how each fund might suit your clients, please request a call back from one of our Business Development Managers or visit our website.

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*The right choice for your client will depend on their investment portfolio's objective, as well as their appetite for risk.

This information is current as at 13 September 2023 and may be subject to change. Zurich Investment Management Limited (Zurich Investments) ABN 56 063 278 400, AFSL 232511, GIIN XYY9MQ.00000.SP.036, is the issuer and responsible entity of the Zurich Investments Global Thematic Share Fund ARSN 089 663 543, Zurich Investments Global Growth Share Fund ARSN 136 834 798, Zurich Investments Concentrated Global Growth Fund ARSN 607 947 937, Zurich Investments Australian Property Securities Fund ARSN 089 663 025 and the Zurich Investments ACI Healthcare Impact Fund ARSN 636 575 418. The Trust Company (Re Services) Limited ABN 45 003 278 831, AFSL 235 150 is the responsible entity of the Celeste Australian Small Companies Fund ARSN 093 539 416.

This information does not take into account an investor’s personal objectives, financial situation or needs and an investor should consider these factors and the appropriateness of the information and consider seeking advice specific to their individual circumstances from an appropriate professional.

Investors should also consider the Product Disclosure Statement (PDS) for the product available at zurich.com.au or by calling 131 551 in deciding whether to acquire or to continue to hold the product. Furthermore, this product has been designed to meet certain objectives, financial situations and needs, which are described in its Target Market Determination available at zurich.com.au/tmd. The information is a summary only and there are relevant conditions and exclusions that are explained in the PDS.

This information is for use by licensed financial advisers only.

Past performance is not a reliable indicator of future performance. Investments are subject to risk – returns can go up and down and may be positive or negative.

TMIR-021215-2023

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) (Perpetual) is the Responsible Entity of and issuer of units in the Celeste Australian Small Companies Fund (Fund). Retail clients can invest in units of the Fund issued by Perpetual. Perpetual is authorised to deal with retail clients and a product disclosure statement (PDS) issued by Perpetual is available for the Fund at https://www.celestefunds.com.au/wp-content/uploads/2022/09/CASCF-PDS.pdf. You should obtain and consider the PDS as well as the Fund’s Target Market Determination (https://documents.feprecisionplus.com/tmd/PCT/TMD/N8Z8-FAM0101AU.pdf) before deciding whether to acquire, or continue to hold, an interest in the Fund. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. Neither Celeste nor any company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries), nor their officers, employees or agents, in any way guarantee the performance of the Fund or the return of the capital value of your investment. Past performance is not indicative of future returns.