Zurich Investments Global Growth Share

Fund objective

The fund objective is not currently available for this fund. >>>

FUND STRATEGY

The fund strategy is not currently available for this fund. >>>

GROWTH OF $10,000

DISCRETE PERFORMANCE

RATIO INFORMATION

1 yr 3 yr
Volatility 13.62 12.23
Alpha 4.67 5.60
Beta 0.95 1.02
Sharpe 0.81 1.03
Info Ratio 0.99 1.57
R2 0.91 0.91
Quartiles 1 2 3 4

TOP HOLDINGS (31/01/2021)

Rank Largest Holdings %
1 ALPHABET INC 4.17
2 AMAZON.COM INC 4.05
3 EQUINIX INC 2.02
4 TEXAS INSTRUMENTS INC 2.02
5 VISA INC 1.99
6 AIA GROUP LTD 1.82
7 NXP SEMICONDUCTORS NV 1.76
8 SCHWAB (CHARLES) CORP 1.76
9 AMERICAN EXPRESS CO 1.74
10 APTIV PLC 1.69

ASSET CLASS BREAKDOWN (31/01/2021)

REGION BREAKDOWN (31/01/2021)

30
Years of industry
experience
Financial Advisers Australia
Over 1
Billion dollars
raised
Financial Planners Australia
125
Projects
delivered
Best Financial Advisers Australia
90%
Clients have
recommended
Financial Planning Australia

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