This site is for financial adviser use only.
Global Thematic Focus Fund
The Zurich Investments Global Thematic Focus Fund is a high conviction, long-term strategy designed to benefit from structural change through themes. The manager uses a distinctive thematic approach that identifies emerging trends in the global economy and invests in stocks poised to benefit as a result.
For more news and insights from Zurich
Subscribe to our adviser newsletter.
How the fund works
The Zurich Investments Global Thematic Focus Fund invests in a focused portfolio of securities with high growth potential that are listed on international stock exchanges.
Based on the biggest structural changes of the next decade, the strategy consists of three to six high conviction investment themes. These translate into a portfolio of typically 35-50 global stocks directly anchored to these themes rather than constructed relative to a benchmark.
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) Index in $A (net dividends reinvested) by 3% p.a. (gross of fees) over a period of five or more years.
Recommended by
The Global Thematic Focus Fund is recommended by these leading research houses:
Bronzeas at 19 March 2024
Funds in this category have advantages that clearly outweigh any disadvantages across the pillars.1
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.3
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.2
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.
2 The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ZUR4756AU 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
3 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.
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 Thematic Focus Fund ARSN 641 121 360.
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.