Zurich Investments Global Growth Opportunities SMA Receives Lonsec “Recommended SMA” Rating in initial review


Matthew Drennan

Zurich Investments has announced its Global Growth Opportunities Separately Managed Account (SMA) has been recognised by Lonsec with a “Recommended SMA” rating.

The Global Growth Opportunities SMA was launched in August 2019 and is available to Australian financial advisers via the Hub24 platform.

The SMA allows the opportunity for investment in a high conviction growth strategy of up to 22 global securities, selected and managed by American Century Investments (ACI), a long-term partner to Zurich Investments.

Matthew Drennan, Zurich’s Head of Savings & Investments said, “We are delighted that Lonsec has assigned our SMA a Recommended rating in its very first year.

“This is reflective of the strength of the offering, which is underpinned by the  longstanding partnership between Zurich and the highly respected team at American Century.

“We added the SMA structure to our suite of offerings in response to identified demand from advisers for a format that offers more control and transparency for investors, and an easier way to manage their clients’ portfolio,” said Mr Drennan.

The July 2020 Lonsec Rating Report noted, ‘The Model Portfolio is considered to offer investors access to a differentiated ‘growth’ strategy combined with a well-articulated investment process that is led by a capable portfolio management team, particularly CIO and lead Portfolio Manager, Keith Creveling. Lonsec views this highly concentrated, ‘best ideas’ variant favourably given the higher idiosyncratic risk and stronger growth prospects balanced by a process which inherently provides stronger buy and sell disciplines.’

The SMA provides a differentiated and competitive choice to advisers seeking high conviction global investment opportunities for their clients, while enabling increased control and direct ownership of the underlying portfolio holdings. Zurich Investments continues to review and expand its range of strategies and channels, based on adviser and investor demand.

About the Zurich Investments Global Growth Opportunities SMA

The Global Growth Opportunities SMA is made up of 18-22 of the highest conviction stocks from the Global Growth strategy Zurich Investments offers with its strategic investment partner, American Century Investments.

Current returns for the existing Global Growth portfolios, which are managed by the same team and with the same philosophy as the SMA, have seen consistent strong results with the performance figures to 30 June 2020 in the tables below:


*MSCI World (ex-Australia) accumulation index in $A (net dividends reinvested)
**Concentrated Global Growth inception is 19 October 2015
***Global Growth inception is 31 August 2009
^Performance is net of fees. Past performance is not a reliable indicator of future results. Source: Zurich Investments.

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