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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Zurich Investments Managed Growth Retail (Closed) ZUR0040AU starstarstar Multisector Growth 0.65% 13.18% 14.79%
Zurich Investments Small Companies (Closed) ZUR0583AU starstar Equity Australia Mid/Small Blend -7.31% -10.02% 7.27%
Zurich Investments Small Companies D (Closed) ZUR7150AU starstar Equity Australia Mid/Small Blend -7.32% -10.38% 7.13%
Zurich Managed Investment - Australian Fixed Interest (Closed) ZUR0043AU Not Rated Bonds - Australia -0.46% 4.94% 6.14%
Zurich Managed Investment - Balanced Fund (Closed) ZUR0220AU Not Rated Multisector Balanced 1.55% 4.94% 1.12%
Zurich Managed Investment - Capital Stable (Closed) ZUR0039AU Not Rated Multisector Conservative 1.16% 4.72% 3.03%
Zurich Managed Investment - Cash Fund (Closed) ZUR0045AU Not Rated Australian Cash n/a n/a n/a
Zurich Managed Investment - Emerging Markets Shares (Closed) ZUR0229AU Not Rated Equity Emerging Markets 5.78% -13.59% n/a
Zurich Managed Investment - Global Small Companies Shares (Closed) ZUR0228AU Not Rated Equity World Mid/Small 9.31% 11.46% -16.52%
Zurich Managed Investment - Managed Share Fund (Closed) ZUR0227AU Not Rated Equity World / Australia 3.50% 4.96% -5.13%
Zurich Managed Investment - Priority Growth (Closed) ZUR0382AU Not Rated Multisector Growth 2.86% 4.46% -2.58%
Zurich Performance Bond - Capital Stable (Closed) ZUR0217AU starstarstarstar Multisector Moderate 1.51% 0.23% 1.16%
Zurich Performance Bond - Managed (Closed) ZUR0218AU starstarstarstar Multisector Growth 5.02% -7.71% -2.35%
Zurich Performance RODA - Capital Stable (Closed) ZUR0717AU starstarstar Multisector Moderate 2.13% -0.21% 3.94%
Zurich Performance RODA - Managed (Closed) ZUR0718AU starstarstar Multisector Growth 3.66% -2.37% 6.48%
Zurich Performance Sup Bond - Capital Stable (Closed) ZUR0417AU starstarstarstar Multisector Moderate 2.55% 7.43% 7.26%
Zurich Performance Sup Bond - Managed (Closed) ZUR0418AU starstarstar Multisector Growth 5.11% 15.29% 12.75%
Zurich Retirement Policy - Australian Fixed Interest (Closed) ZUR0171AU starstarstar Bonds - Australia 0.80% 5.10% 1.86%
Zurich Retirement Policy - Australian Property Securities (Closed) ZUR0173AU starstarstar Equity Australia Real Estate 5.92% 12.77% 9.70%
Zurich Retirement Policy - Balanced (Closed) ZUR0118AU starstar Multisector Balanced 3.12% 6.85% 6.11%
Zurich Retirement Policy - Capital Stable (Closed) ZUR0117AU starstar Multisector Moderate 2.15% 4.96% 4.34%
Zurich Retirement Policy - Cash (Closed) ZUR0116AU starstarstar Australian Cash 1.19% 3.79% 2.15%
Zurich Retirement Policy - Global Thematic (Closed) ZUR0121AU starstarstar Equity World Large Growth 3.24% 8.61% 10.87%
Zurich Retirement Policy - Government Securities (Closed) ZUR0172AU starstarstar Bonds - Australia 0.80% 5.11% 1.85%
Zurich Retirement Policy - Managed Growth (Closed) ZUR0119AU starstar Multisector Growth 4.00% 8.65% 7.94%

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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.