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The Zurich Investments Global Thematic Share Fund has outperformed the benchmark over the past 5 years and achieved 1st quartile performance over 1, 3 and 5 years.
The benchmark unaware approach and long-term thematic focus enabled the fund to avoid US financial stocks, which suffered during the recent credit crunch. This was on the contributing factors to the fund's strong performance in 2007. By identifying global trends and making the most of opportunities, the thematic approach has shown it works time and time again.
Why consider the Zurich Investments Global Thematic Share Fund?
• Uses a thematic investment style that seeks out quality companies poised to benefit as a result of major changes taking place around the world
• Portfolio is constructed around 8-12 themes rather than a benchmark index
• Managed by our strategic partners Lazard Asset Management with a team of highly experienced portfolio managers and a long track record in thematic investing
• Typically holds around 100 stocks listed on overseas sharemarkets
• Up to 40% of the Fund's exposure to international assets may be hedged back to Aus $ as a way of managing currency risk. Fully hedged and fully unhedged funds are also available.
At Zurich Investments, we leverage the strength of the global Zurich brand to negotiate exclusive access to specialist investment managers that would otherwise be unavailable to retail investors. For more information about the Zurich Investments Global Thematic Share Fund call 1800 004 480 or visit http://www.zurich.com.au
Disclaimer
A Product Disclosure Statement (PDS) for the Zurich Investments Global Thematic Share Fund is available and can be obtained from financial advisers or Zurich Investment Management Limited ABN 56 063 278 400 AFSLN 232 511 (Zurich Investments) and should be considered as it contains information about the fees, charges and the particular nature of the fund. The fund investment objectives are not a guarantee on the performance, capital, income or return. Neither Zurich Investments nor any of its related entities, or any of their employees or directors give any warranty of reliability or accuracy and to the fullest extent possible under law, accept no responsibility arising in any way whatsoever including by reason of negligence for errors and omissions. The general information contained in this email does not take into account the personal investment objectives, financial situation or needs of any person. SWAD-000730-2007
AUTHOR
Kathy Rockwell
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