Zurich Investments Managed Growth - Managed Fund

Fund Objective

To provide investors with capital growth over the medium to long term and a modest level of income. The Fund aims to outperform the performance benchmark over a period of five years.

Fund Strategy

The Fund invests in a mix of Australian and international shares, fixed interest securities, listed property securities and cash. The Fund is designed to reduce investment risk by diversifying across asset classes.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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Fees Comparison

% p.a.

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.29%	4.67%	5.24%	10%	10.43%	9%	7.77%	6.74%
Growth return	1.29%	0.8%	1.35%	4.95%	7.05%	5.97%	2.09%	-1.52%
Income return	0%	3.87%	3.89%	5.05%	3.38%	3.03%	5.68%	8.26%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return	1.9%	5.39%	7.14%	12.12%	12.75%	11.38%	8.95%	8.08%

As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Zurich Investments Managed Growth

Australian Equities: 26.37%

International Equities: 32.21%

Cash: 1.57%

Property & Infrastructure: 5.28%

Fixed Interest: 28.44%

Alternatives: 6.12%

Average Allocation of Peers

Australian Equities: 27.27%

International Equities: 35.24%

Cash: 6.11%

Property & Infrastructure: 6.35%

Fixed Interest: 21.01%

Alternatives: 4.02%

General Information

Fund Details

Type	Description
Fund Name	Zurich Investments Managed Growth
Responsible Entity	Zurich Investment Management Limited
APIR Code	ZUR0059AU
Sector/Asset Class	Multisector Growth
Morningstar Rating	(as at 31 Aug 2025)
Legal Structure	Investment Fund
Fund Inception	2 Apr 1997
Fund Size	$420.76 million (as at 31 Aug 2025)
Entry Price	$1.3135 (as at 11 Sep 2025)
Exit Price	$1.3109 (as at 11 Sep 2025)
Fund Status	Open

Offer information

Type	Description
MER	0.91% (as at 14 Jul 2025)
Indirect Cost Ratio (ICR) - Estimated	0.91% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR)	0
Minimum initial investment	$5,000.00
Minimum redemption amount	$1,000.00

Top 10 holdings (as at 31 May 2025)

Holding (as at 31 May 2025)	Type	% of Portfolio
Australian Diversified Share Pool	Alternatives - Private Equity	28.54%
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FAQs about the Zurich Investments Managed Growth

What is the objective of the Zurich Investments Managed Growth managed fund?

The objective of the Zurich Investments Managed Growth managed fund is To provide investors with capital growth over the medium to long term and a modest level of income. The Fund aims to outperform the performance benchmark over a period of five years.

What is the strategy for the Zurich Investments Managed Growth managed fund?

The strategy of the Zurich Investments Managed Growth managed fund is The Fund invests in a mix of Australian and international shares, fixed interest securities, listed property securities and cash. The Fund is designed to reduce investment risk by diversifying across asset classes.

What is the APIR code of the Zurich Investments Managed Growth managed fund?

The APIR code of the Zurich Investments Managed Growth managed fund is ZUR0059AU.

What was Zurich Investments Managed Growth’s total return last month?

Zurich Investments Managed Growth’s total return last month was 1.29%. This was made up of a growth return of 1.29% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

What was Zurich Investments Managed Growth’s total return for the last three months?

Zurich Investments Managed Growth’s total return for the last three months was 4.67%. This was made up of a growth return of 0.8% and an income return of 3.87%%. These returns were calculated as at 31 Aug 2025.

What is Zurich Investments Managed Growth’s one-year total return?

Zurich Investments Managed Growth’s one-year total return is 10%. This was made up of a growth return of 4.95% and an income return of 5.05%. These returns were calculated as at 31 Aug 2025.

What is Zurich Investments Managed Growth’s three-year total return?

Zurich Investments Managed Growth’s one-year total return is 9%. This was made up of a growth return of 5.97% and an income return of 3.03%. These returns were calculated as at 31 Aug 2025.

What is the asset allocation of the Zurich Investments Managed Growth managed fund?

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

Australian Equities: 26.37%

International Equities: 32.21%

Cash: 1.57%

Property & Infrastructure: 5.28%

Fixed Interest: 28.44%

Alternatives: 6.12%

Who is the responsible Entity of the Zurich Investments Managed Growth managed fund?

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

What sector/asset class does the Zurich Investments Managed Growth managed fund belong to?

The Zurich Investments Managed Growth managed fund belongs to the Multisector Growth sector/asset class.

What is the size of the Zurich Investments Managed Growth managed fund?

As at 31 Aug 2025, the size of the Zurich Investments Managed Growth managed fund was $420.76 million.

What is the inception date of the Zurich Investments Managed Growth managed fund?

The Zurich Investments Managed Growth managed fund has an inception date of 2 Apr 1997.

What is the current entry price of the Zurich Investments Managed Growth managed fund?

The current entry price of the Zurich Investments Managed Growth managed fund is $1.3135 per unit and the current exit price is $1.3109 per unit (as at 11 Sep 2025).

What is the current exit price of the Zurich Investments Managed Growth managed fund?

The current exit price of the Zurich Investments Managed Growth managed fund is $1.3109 per unit and the current entry price is $1.3135 per unit (as at 11 Sep 2025).

What is the minimum investment amount for the Zurich Investments Managed Growth managed fund?

The minimum initial investment amount for the Zurich Investments Managed Growth managed fund is $5,000.

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.

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