Emerging Markets Equity Fund
The Zurich Investments Emerging Markets Equity Fund suits investors seeking to participate in emerging markets’ growth through a disciplined investment process. The Fund aims to provide a core ‘through market cycle’ solution for investors looking to access the long-term growth potential of emerging markets.
The Fund aims to generate 2-3% of excess returns relative to the MSCI Emerging Markets Index in A$ (net dividends reinvested) over a full market cycle of 3-5 years.
Emerging market investing can provide both growth and income
- Total Return Approach - The maturation of emerging markets requires a focus on earnings growth, valuation, and shareholder yield.
- Identifying Undervalued Companies - The team screens for undervalued companies that offer a sustainable yield and strong prospects for earnings growth.
- Analytical Rigor - The team employs a consistent, replicable process to value businesses, with a fully integrated ESG approach that estimates the equity value at risk.
- Macro Matters - The team combines fundamental stock picking with active country and sector risk management.
Click on the thumbnails below to learn more about the Emerging Markets Equity Fund:
Important information: This information is current as at March 2025 and may be subject to change. It is derived from sources believed to be accurate as at this date. Zurich Investment Management Limited (Zurich Investments) ABN 56 063 278 400, AFSL 232511, GIIN XYY9MQ.00000.SP.036, is the issuer and responsible entity of the Zurich Investments Emerging Markets Equity Fund ARSN 168 908 281.
This information does not take into account an investor’s personal objectives, financial situation or needs and an investor should consider these factors and the appropriateness of the information and consider seeking advice specific to their individual circumstances from an appropriate professional.
Investors should also consider the Product Disclosure Statement (PDS) for the product available at zurich.com.au or by calling 131 551 in deciding whether to acquire or to continue to hold the product. Furthermore, this product has been designed to meet certain objectives, financial situations and needs, which are described in its Target Market Determination available at zurich.com.au/tmd. The information is a summary only and there are relevant conditions and exclusions that are explained in the PDS.
Past performance is not a reliable indicator of future performance. Investments are subject to risk – returns can go up and down and may be positive or negative.
Any performance returns quoted are compound rates of return calculated on exit prices. They include growth and distributions (assumes reinvestment of distributions), are net of fees and taxes and are rounded to two decimal places. Any benchmark returns shown are gross returns.