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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Zurich Term Allocated Pension - Australian Fixed Interest NEF (Closed) ZUR0493AU star Bonds - Australia 0.48% 4.32% 0.98%
Zurich Term Allocated Pension - Australian Property Securites (Closed) ZUR0492AU starstarstar Equity Australia Real Estate 6.43% 13.31% 10.13%
Zurich Term Allocated Pension - Australian Property Securities NEF (Closed) ZUR0514AU starstarstar Equity Australia Real Estate 6.27% 12.63% 9.46%
Zurich Term Allocated Pension - Australian Value Share (Closed) ZUR0476AU starstar Equity Australia Large Value 4.44% 9.27% 5.95%
Zurich Term Allocated Pension - Balanced (Closed) ZUR0477AU starstar Multisector Balanced 0.43% 6.10% 4.66%
Zurich Term Allocated Pension - Balanced NEF (Closed) ZUR0495AU star Multisector Balanced 0.28% 5.46% 3.96%
Zurich Term Allocated Pension - Blended Series Australian Shares (Closed) ZUR0478AU star Equity Australia Large Blend 22.32% 3.82% -0.33%
Zurich Term Allocated Pension - Blended Series Balanced (Closed) ZUR0479AU starstarstarstar Multisector Balanced 9.63% 3.78% 1.08%
Zurich Term Allocated Pension - Blended Series International Shares (Closed) ZUR0480AU starstarstarstar Equity World Large Blend 5.96% -11.70% -9.73%
Zurich Term Allocated Pension - Blended Series Priority Growth (Closed) ZUR0483AU starstar Multisector Aggressive 14.53% -3.27% -3.82%
Zurich Term Allocated Pension - Capital Stable (Closed) ZUR0484AU star Multisector Moderate 0.40% 3.99% 3.24%
Zurich Term Allocated Pension - Capital Stable NEF (Closed) ZUR0506AU star Multisector Moderate 0.27% 3.40% 2.65%
Zurich Term Allocated Pension - Cash (Closed) ZUR0485AU starstarstar Australian Cash 0.78% 3.31% 2.64%
Zurich Term Allocated Pension - Cash NEF (Closed) ZUR0507AU starstar Australian Cash 0.63% 2.69% 2.03%
Zurich Term Allocated Pension - Emerging Markets (Closed) ZUR0486AU Not Rated Equity Emerging Markets 8.85% 35.05% n/a
Zurich Term Allocated Pension - Global Small Companies (Closed) ZUR0487AU starstarstarstar Equity World Mid/Small 0.10% 9.46% 2.53%
Zurich Term Allocated Pension - Global Thematic Share (Closed) ZUR0488AU starstarstar Equity World Large Growth -1.57% 7.60% 9.45%
Zurich Term Allocated Pension - Global Thematic Share NEF (Closed) ZUR0510AU starstar Equity World Large Growth -1.72% 6.98% 8.80%
Zurich Term Allocated Pension - Managed Growth (Closed) ZUR0489AU star Multisector Growth 0.46% 7.80% 6.21%
Zurich Term Allocated Pension - Managed Growth NEF (Closed) ZUR0511AU star Multisector Growth 0.29% 7.14% 5.56%
Zurich Term Allocated Pension - Managed Share (Closed) ZUR0490AU starstarstar Multisector Aggressive 0.83% 11.99% 9.61%
Zurich Term Allocated Pension - NEF - Managed Share (Closed) ZUR0512AU starstar Multisector Aggressive -0.83% 8.78% 3.20%
Zurich Term Allocated Pension - NEF - Priority Growth (Closed) ZUR0513AU starstar Multisector Aggressive 4.24% 12.74% 7.97%
Zurich Term Allocated Pension - NEF Blend Series Australian Share (Closed) ZUR0496AU star Equity Australia Large Blend 22.16% 3.08% -0.88%
Zurich Term Allocated Pension - NEF Blend Series Balanced (Closed) ZUR0497AU starstar Multisector Balanced 9.44% 2.34% 0.15%

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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.