Zurich Investments Concentrated Global Growth - Managed Fund

The objective of the Zurich Investments Concentrated Global Growth managed fund is To provide investors with long-term capital growth by investing in securities listed on international stock exchanges. The fund aims to outperform the MSCI World (ex-Australia) Accumulation Index in $A (net dividend reinvested) by 3% to 4% over periods of five or more years.

The strategy of the Zurich Investments Concentrated Global Growth managed fund is The fund invests in a concentrated portfolio of securities with high growth potential that are primarily listed on international stock exchanges. The fund will be fully unhedged at all times, providing investors with exposure to foreign exchange fluctuations as well as underlying share movements.

The APIR code of the Zurich Investments Concentrated Global Growth managed fund is ZUR0617AU.

Zurich Investments Concentrated Global Growth’s total return last month was -2.75%. This was made up of a growth return of -2.75% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Zurich Investments Concentrated Global Growth’s total return for the last three months was 3.11%. This was made up of a growth return of -1.89% and an income return of 5%%. These returns were calculated as at 31 Aug 2025.

Zurich Investments Concentrated Global Growth’s one-year total return is 15.87%. This was made up of a growth return of 10.25% and an income return of 5.62%. These returns were calculated as at 31 Aug 2025.

Zurich Investments Concentrated Global Growth’s one-year total return is 15.99%. This was made up of a growth return of 12.85% and an income return of 3.14%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Zurich Investments Concentrated Global Growth managed fund is :

The Responsible Entity for the Zurich Investments Concentrated Global Growth managed fund is Zurich Investment Management Limited.

The Zurich Investments Concentrated Global Growth managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Aug 2025, the size of the Zurich Investments Concentrated Global Growth managed fund was $137.02 million.

The Zurich Investments Concentrated Global Growth managed fund has an inception date of 19 Oct 2015.

The current entry price of the Zurich Investments Concentrated Global Growth managed fund is $2.3866 per unit and the current exit price is $2.3856 per unit (as at 18 Sep 2025).

The current exit price of the Zurich Investments Concentrated Global Growth managed fund is $2.3856 per unit and the current entry price is $2.3866 per unit (as at 18 Sep 2025).

The minimum initial investment amount for the Zurich Investments Concentrated Global Growth managed fund is $5,000. Minimum additional investment is $1000.