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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Zurich - Guaranteed Income Plan (Closed) Not Rated Miscellaneous n/a n/a n/a
Zurich - No2 Capital Guaranteed Super Fund (Closed) Not Rated Reserve Backed 0.86% 3.79% 3.69%
Zurich Account-based Pension - (FIP) - Australian Fixed Interest (Closed) ZUR0243AU starstar Bonds - Australia 0.63% 4.95% 1.59%
Zurich Account-based Pension - (FIP) - Australian Fixed Interest NEF (Closed) ZUR0249AU star Bonds - Australia 0.48% 4.32% 0.98%
Zurich Account-based Pension - (FIP) - Australian Property Securities (Closed) ZUR0247AU starstarstar Equity Australia Real Estate 6.43% 13.31% 10.13%
Zurich Account-based Pension - (FIP) - Australian Property Securities NEF (Closed) ZUR0253AU starstarstar Equity Australia Real Estate 6.27% 12.63% 9.46%
Zurich Account-based Pension - (FIP) - Australian Value Share (Closed) ZUR0244AU starstar Equity Australia Large Value 4.44% 9.27% 5.95%
Zurich Account-based Pension - (FIP) - Australian Value Share NEF (Closed) ZUR0250AU star Equity Australia Large Value 4.30% 8.69% 5.35%
Zurich Account-based Pension - (FIP) - Balanced DEF (Closed) ZUR0030AU starstar Multisector Balanced 0.43% 6.10% 4.66%
Zurich Account-based Pension - (FIP) - Balanced Fund (Closed) ZUR0004AU starstar Multisector Balanced 0.43% 6.10% 4.66%
Zurich Account-based Pension - (FIP) - Balanced NEF (Closed) ZUR0147AU star Multisector Balanced 0.28% 5.46% 3.96%
Zurich Account-based Pension - (FIP) - Capital Stable DEF (Closed) ZUR0029AU starstarstar Multisector Moderate 1.46% 6.30% 3.21%
Zurich Account-based Pension - (FIP) - Capital Stable Fund (Closed) ZUR0003AU star Multisector Moderate 0.40% 3.99% 3.24%
Zurich Account-based Pension - (FIP) - Capital Stable NEF (Closed) ZUR0146AU star Multisector Moderate 0.27% 3.40% 2.65%
Zurich Account-based Pension - (FIP) - Cash DEF (Closed) ZUR0028AU starstarstar Australian Cash 0.78% 3.31% 2.64%
Zurich Account-based Pension - (FIP) - Cash Fund (Closed) ZUR0002AU starstarstar Australian Cash 0.78% 3.31% 2.64%
Zurich Account-based Pension - (FIP) - Cash NEF (Closed) ZUR0145AU starstar Australian Cash 0.63% 2.69% 2.03%
Zurich Account-based Pension - (FIP) - Global Property Securities N (Closed) ZUR0570AU star Equity Global Real Estate 0.97% 4.54% -2.23%
Zurich Account-based Pension - (FIP) - Global Small Companies Share (Closed) ZUR0245AU starstarstarstar Equity World Mid/Small 0.10% 9.46% 2.53%
Zurich Account-based Pension - (FIP) - Global Small Companies Shares NEF (Closed) ZUR0251AU starstarstar Equity World Mid/Small -0.05% 8.83% 1.89%
Zurich Account-based Pension - (FIP) - Global Thematic DEF (Closed) ZUR0128AU starstarstar Equity World Large Growth -1.57% 7.60% 9.45%
Zurich Account-based Pension - (FIP) - Global Thematic NEF (Closed) ZUR0113AU starstar Equity World Large Growth -1.72% 6.98% 8.80%
Zurich Account-based Pension - (FIP) - Global Thematic Shares (Closed) ZUR0055AU starstarstar Equity World Large Growth -1.57% 7.60% 9.45%
Zurich Account-based Pension - (FIP) - Managed Growth (Closed) ZUR0005AU star Multisector Growth 0.46% 7.80% 6.21%
Zurich Account-based Pension - (FIP) - Managed Growth DEF (Closed) ZUR0031AU star Multisector Growth 0.46% 7.80% 6.21%

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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.