Marketing material for advisers

Zurich is pleased to offer marketing material to advisers to help educate their clients about Zurich Investments.

You will need Adobe Acrobat Reader to view the files in the table below. Please click on the arrows to view the documents below.

General education - advisers and clients
pdf
Why Zurich Investments?

Type: pdf (197Kb)

For over 30 years, Zurich Australia’s investment business has
been providing specialist solutions to advisers and their clients.

pdf
General education - Case Study: Boosting income and preserving capital in retirement

Type: pdf (669Kb)

As the cost of living continues to rise, how can your retiree clients protect their savings but also generate returns to ensure they have enough?
Find out in this practical case study...

pdf
pdf
Don’t panic – in volatile times, quality prevails

Type: pdf (521Kb)

Explores the basic rules of investing, including staying focused on one's investment plan and not over-reacting to market downturns.

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pdf
pdf
pdf
Invest in the success of Australian businesses

Type: pdf (344Kb)

This flyer explores the benefits of investing in Australian shares, including the benefits of dividend imputation.

pdf
Invest in the power of a savings plan today

Type: pdf (218Kb)

This flyer outlines the benefits a savings plan has to offer including; compound interest, market timing, and dollar cost averaging.

pdf
Investment concepts flipchart

Type: pdf (1.3Mb)

pdf
Invest in international shares to access more opportunities - Investor audience

Type: pdf (605Kb)

There are a huge range of shares available outside of the Australian sharemarket that give you access to high growth regions and well-known companies. Investors will learn of the opportunities available outside Australia, including access to high growth regions and well known companies

Global Thematic Share Fund
pdf
Global Thematic Share Fund - Fund Profile

Type: pdf (246Kb)

This is a detailed fund overview, which includes the objectives, key features and benefits of the Zurich Investments Global Thematic Share Fund.

pdf
Zurich Investments Global Thematic Share Fund brochure - Theme Today, Growth Tomorrow

Type: pdf (158Kb)

A description of the themes within the Zurich Investments Global Thematic Share Fund as at October 2014.

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Global Thematic Share Fund - Put foresight at the core of your clients' international portfolios

Type: pdf (374Kb)

Read more about the benefits of investing in the Zurich Investments Global Thematic Share Fund.

Global Equity Income Fund
pdf
Zurich Investments Global Equity Income Fund - Fund Profile

Type: pdf (641Kb)

The Zurich Investments Global Equity Income Fund is a specialist global equities fund that aims to deliver regular income, with low volatility whilst providing the diversification benefits of exposure to some of the world's most recognisable brands and companies.

pdf
pdf
Invest in international shares to access more opportunities - Investor audience

Type: pdf (605Kb)

There are a huge range of shares available outside of the Australian sharemarket that give you access to high growth regions and well-known companies. Investors will learn of the opportunities available outside Australia, including access to high growth regions and well known companies

Global Growth Share Fund
pdf
Global Growth Share Fund - Fund profile

Type: pdf (213Kb)

This is a detailed fund overview, which includes the objectives, key features and benefits of the Zurich Investments Global Growth Share Fund.

pdf
Invest in international shares to access more opportunities - Investor audience

Type: pdf (605Kb)

There are a huge range of shares available outside of the Australian sharemarket that give you access to high growth regions and well-known companies. Investors will learn of the opportunities available outside Australia, including access to high growth regions and well known companies

Equity Income Fund
pdf
Equity Income Fund - Fund Profile

Type: pdf (148Kb)

This is a detailed fund overview, which includes the objectives, key features and benefits of the Zurich Investments Equity Income Fund.

pdf
pdf
Invest with confidence: Boosting income and preserving capital in retirement

Type: pdf (323Kb)

As retirement nears you need more than ever to start thinking about protecting your savings but at the same time generating returns to ensure you have enough to live on. This brochure positions the income challenge and the unique solution that is the Zurich Equity Income Fund, giving you the best of both worlds participation in equity markets, regular income with downside protection.

Australian Value Share Fund
pdf
Australian Value Share Fund - Fund profile

Type: pdf (231Kb)

This is a detailed fund overview, which includes the objectives, key features and benefits of the Zurich Investments Australian Share Fund.

pdf
Australian Value Share Fund - Invest in the success of Australian businesses

Type: pdf (344Kb)

This flyer explores the benefits of investing in Australian shares, including the benefits of dividend imputation.

pdf
Australian Value Share Fund - Blue chips it is not just a game of chance

Type: pdf (401Kb)

The fund invests in a broad selection of companies using a relative value methodology to skilfully achieve long-term capital growth with some tax-effective income.

Australian Property Securities Fund
pdf
Australian Property Securities - Fund profile

Type: pdf (228Kb)

This is a detailed fund overview which includes the objectives, key features and benefits of the Zurich Investments Australian Property Securities Fund.

pdf
Australian Property Securities - It is more than bricks and mortar

Type: pdf (484Kb)

Find out how the Australian Listed Property Securities sector has changed since the depths of the Global Financial Crisis and the reasons there has been renewed interest investing in the asset class. A flyer for Advisers.

pdf
Australian Property Securities - Take the hassle out of owning property

Type: pdf (329Kb)

Introducing investors to the benefits of investing in listed property securities as an alternative to buying residential property.

Managed Growth Fund
pdf
Managed Growth Fund - Fund Profile

Type: pdf (403Kb)

This is a detailed fund overview, which includes the objectives, key features and benefits of the Zurich Investments Managed Growth Fund.

pdf
Managed Growth Fund - Diversify your investments for more consistent returns

Type: pdf (382Kb)

Asset classes all perform differently. This flyer for investors explores the benefits of diversification as a means of risk management.

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Managed Growth Fund - Zurich Investments celebrate 30 years of managed growth

Type: pdf (201Kb)

Consider the Zurich Investments Managed Growth Fund for your clients - with one of the longest track records among Australia’s diversified funds, the Fund continues to deliver on its investment objectives as it celebrates its 30-year anniversary. A flyer for Advisers.

Small Companies Share Fund
pdf
Small Companies Fund - Fund profile

Type: pdf (124Kb)

This is a detailed fund overview, which includes the objectives, key features and benefits of the Zurich Investments Small Companies Fund.

pdf
Small Companies Fund - Discover the true value of small company investing

Type: pdf (368Kb)

Small companies have a proven track record of providing superior investment returns when compared with large capitalisation stocks. A flyer for advisers.

pdf
Small Companies Fund - Discover the value of small companies

Type: pdf (235Kb)

This flyer for investors explores the benefits of investing in small companies, as well as an overview of the key features and benefits of the Zurich Investments Small Companies Fund.