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Zurich Investments Hedged Global Growth Shares Fund - Managed Fund

Fund Objective
The fund invests in securities with high growth potential that are primarily listed on international stock exchanges. The fund aims to be fully hedged at all times providing investors with exposure to underlying share price movements but minimising the effect of foreign exchange movements.
Fund Strategy
The fund invests in securities with high growth potential that are primarily listed on international stock exchanges. The fund aims to be fully hedged at all times providing investors with exposure to underlying share price movements but minimising the effect of foreign exchange movements.

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.87% 1.08% 5.16% 12.01% 17.38% 14.33% 8.07% -%
Growth return -0.47% 1.58% 5.63% 8.75% 10.71% 8.83% -0.84% -%
Income return 2.34% -0.5% -0.47% 3.26% 6.67% 5.5% 8.91% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Zurich Investments Hedged Global Growth Shares Fund
Australian Equities
48.87%
International Equities
48.87%
Cash
1.88%
Property & Infrastructure
0.38%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
31.97%
International Equities
65.86%
Cash
1.89%
Property & Infrastructure
0.20%
Fixed Interest
0.05%
Alternatives
0.03%

General Information

Fund Details
Type Description
Zurich Investments Hedged Global Growth Shares Fund
Zurich Australia Limited
ZUR0621AU
Equity World - Currency Hedged
starstar (as at 31 Dec 2025)
Investment Fund
16 Apr 2020
$126341118 million (as at 31 Dec 2025)
$1.3948 (as at 29 Jan 2026)
$1.394 (as at 29 Jan 2026)
Open
Offer information
Type Description
MER 0.99% (as at 30 Aug 2024)
Indirect Cost Ratio (ICR) - Estimated 1% (as at 30 Jun 2024) (Estimated)
Minimum initial investment $5,000.00
Minimum additional investments $1,000.00

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025) Type % of Portfolio
NVIDIA Corp Equity 6.21%
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FAQs about the Zurich Investments Hedged Global Growth Shares Fund

The objective of the Zurich Investments Hedged Global Growth Shares Fund managed fund is The fund invests in securities with high growth potential that are primarily listed on international stock exchanges. The fund aims to be fully hedged at all times providing investors with exposure to underlying share price movements but minimising the effect of foreign exchange movements.

The strategy of the Zurich Investments Hedged Global Growth Shares Fund managed fund is The fund invests in securities with high growth potential that are primarily listed on international stock exchanges. The fund aims to be fully hedged at all times providing investors with exposure to underlying share price movements but minimising the effect of foreign exchange movements.

The APIR code of the Zurich Investments Hedged Global Growth Shares Fund managed fund is ZUR0621AU.

Zurich Investments Hedged Global Growth Shares Fund’s total return last month was 1.87%. This was made up of a growth return of -0.47% and an income return of 2.34%. These returns were calculated as at 31 Jan 2026.

Zurich Investments Hedged Global Growth Shares Fund’s total return for the last three months was 1.08%. This was made up of a growth return of 1.58% and an income return of -0.5%%. These returns were calculated as at 31 Jan 2026.

Zurich Investments Hedged Global Growth Shares Fund’s one-year total return is 12.01%. This was made up of a growth return of 8.75% and an income return of 3.26%. These returns were calculated as at 31 Jan 2026.

Zurich Investments Hedged Global Growth Shares Fund’s one-year total return is 14.33%. This was made up of a growth return of 8.83% and an income return of 5.5%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Zurich Investments Hedged Global Growth Shares Fund managed fund is :

Australian Equities
48.87%
International Equities
48.87%
Cash
1.88%
Property & Infrastructure
0.38%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Zurich Investments Hedged Global Growth Shares Fund managed fund is Zurich Australia Limited.

The Zurich Investments Hedged Global Growth Shares Fund managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 31 Dec 2025, the size of the Zurich Investments Hedged Global Growth Shares Fund managed fund was $126341118 million.

The Zurich Investments Hedged Global Growth Shares Fund managed fund has an inception date of 16 Apr 2020.

The current entry price of the Zurich Investments Hedged Global Growth Shares Fund managed fund is $1.3948 per unit and the current exit price is $1.394 per unit (as at 29 Jan 2026).

The current exit price of the Zurich Investments Hedged Global Growth Shares Fund managed fund is $1.394 per unit and the current entry price is $1.3948 per unit (as at 29 Jan 2026).

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

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.