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Global Growth Share Fund

The Zurich Investments Global Growth Share Fund is an international share fund designed for long-term investors who want to capitalise on the unique opportunities presented by companies with sustainable earnings acceleration. 

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How the fund works

The Zurich Investments Global Growth Share Fund invests in securities with high growth potential that are primarily listed on international stock exchanges.

The Fund aims to:

  • provide investors with long-term capital growth by investing in securities listed on international stock exchanges.
  • outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested) over periods of five or more years.


Watch the short video to find out why Zurich's Global Growth Share Fund is outperforming global benchmarks. 


Click on the thumbnails below to learn more about the Global Growth Share Fund:

Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. We appointed American Century Investments in 2009 to manage the Zurich Investments Global Growth Share Fund.

American Century Investments were established in 1958 and today have over USD$230 billion in assets under management.*  They have a truly unique ownership structure where over 40% of the company is owned by The Stowers Institute for Medical Research, which allows strong philanthropic support for cancer research.

The Fund is managed with the belief that accelerating growth in revenues and earnings results in significant potential for stock price appreciation. The focus is on inflection points in company fundamentals with a process designed to uncover stocks that can outperform as earnings growth accelerates, market expectations rise and multiples expand.

 

Keith Creveling
Senior Portfolio Manager
(with ACI since 1999)
Brent Puff
Senior Portfolio Manager
(with ACI since 2001)
Ted Harlan
Portfolio Manager
(with ACI since 2007)
 

*Date as of 31 December 2023

Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Returns are calculated net of all ongoing fees and any taxes payable by the fund. The benchmark return shown is a gross return. Figures shown are rounded to two decimal places.

The full name of the benchmark used in the table is MSCI World (ex-Australia) Accumulation Index in $A (net dividends reinvested).

*Inception date is 1 September 2009

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Recommended by

The Global Growth Share Fund is recommended by this leading research houses:

Recommended
The 'Recommended' rating indicates that Lonsec has strong conviction the financial product can generate risk adjusted returns in line with relevant objectives and is considered an appropriate entry point to this asset class or strategy.^

Recommended
Zenith believes that the Fund (or Product) has a high probability of meeting its stated investment objectives. In a relative context, the Fund (or Product) scores highly across most of Zenith's key areas of assessment.#

Bronzeas at 22 February 2024
Funds in this category have advantages that clearly outweigh any disadvantages across the pillars.

Other portfolios in this strategy

Concentrated Global Growth Fund

Global Growth Opportunities SMA

^ The rating issued May 2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.

# The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ZUR0580AU November 2023, ZUR0581AU November 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at https://www.zenithpartners.com.au/RegulatoryGuidelines

1 © 2024 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the con-tent providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This report or data has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or New Zealand wholesale clients of Morningstar Research Ltd, subsidiaries of Morningstar, Inc. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a financial adviser.

Important information: This information is current as at July 2023 and may be subject to change. It is derived from sources believed to be accurate as at this date. 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 Growth Share Fund ARSN 136 834 798, Zurich Investments Hedged Global Growth Share Fund ARSN 136 845 193 and Zurich Investments Unhedged Global Growth Share Fund ARSN 607 948 523.

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.

Any performance returns quoted are compound rates of return calculated on exit prices. They include growth and distributions (assumes reinvestment of distributions), are net of fees and taxes and are rounded to two decimal places. Any benchmark returns shown are gross returns.