Breaking News

Zurich Wholesale A Pension - Managed Growth Fund (LP65014636)

Sydney

Add to/Remove from a Portfolio Add to Watchlist

Zurich Wholesale A Pension - Managed Growth Fund historical data, for real-time data please try another search

4.418 -0.010 -0.22%

30/04 - Delayed Data. Currency in AUD ( Disclaimer )

Morningstar Rating:
Total Assets: 51.47M

Type: Fund

Market: Australia

Issuer: Zurich Australia Limited

ISIN: AU60ZUR02663

Asset Class: Equity

General
Chart
- Streaming Chart
- Interactive Chart
News & Analysis
- Analysis & Opinion
Technical
- Technical Analysis
Forum

LP65014636 Holdings

Comprehensive information about top holdings and Key Holding Information for the Zurich Wholesale A Pension - Managed Growth Fund (LP65014636) fund. Our Zurich Wholesale A Pension - Managed Growth Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	10.630	23.050	12.420
Stocks	30.430	35.220	4.790
Convertible	0.030	0.030	0.000
Other	58.970	58.970	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.414	16.617
Price to Book	2.312	2.070
Price to Sales	1.781	2.129
Price to Cash Flow	11.626	9.797
Dividend Yield	1.909	3.237
5 Years Earnings Growth	12.946	9.520

Sector Allocation

Name	Net %	Category Average
Financial Services	19.810	18.523
Technology	15.700	13.826
Industrials	12.010	9.298
Consumer Cyclical	10.290	8.795
Healthcare	10.130	10.269
Communication Services	8.100	6.582
Consumer Defensive	6.750	4.991
Basic Materials	6.660	8.850
Utilities	4.670	4.262
Energy	3.570	5.358
Real Estate	2.310	12.844

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 14

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Australian Diversified Share Pool	-	30.92	-	-
International Fixed Interest Pool	-	13.00	-	-
Realindex Wholesale Global Shr	AU60FSF10170	9.22	-	-
ABSOLUTE RETURN BOND FUND	-	8.67	-	-
Zurich Investments Global Growth Fund	AU60ZUR05807	8.54	2.498	-0.49%
Insight Diversified Inflation Plus	AU60ETL03968	6.94	-	-
Zurich Investments Gbl Thematic Shr Pool	AU60ZUR01434	4.33	-	-
Epoch Global Equity - A	-	4.32	-	-
Zurich Emerging Market Bond	-	3.02	-	-
Antares Professional Elite Opportunities Fund	AU60PPL01156	2.06	1.328	+0.61%

Top Equity Funds by Zurich Australia Limited

Name	Total Assets	YTD%	3Y%	10Y%
Zurich Investments Australian Prope	395.41M	17.35	6.29	8.54
AU60ZUR05807	310.7M	18.31	4.36	12.74
Zurich Term Allocated Pension Austr	14.87M	16.44	5.23	7.55
Zurich Account Based Pension FIP Au	14.87M	16.44	5.23	7.55

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Australia's comment guidelines and agree to the terms described.

I Agree

LP65014636 Comments

Write your thoughts about Zurich Wholesale A Pension - Managed Growth Fund

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d70-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d70-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d70-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

S&P/ASX 200	8,212.40	+20.50	+0.25%
ASX 200 Futures	8,261.5	-18.5	-0.22%
ASX All Ordinaries	8,442.20	+25.20	+0.30%
US 500	5,709.0	-4.6	-0.08%
Dow Jones	42,025.19	+522.09	+1.26%
China A50 Futures	11,210.0	-50.0	-0.44%
Dollar Index	100.245	-0.076	-0.08%

Crude Oil WTI	71.04	-0.12	-0.17%
Natural Gas	2.349	-0.008	-0.34%
Gold	2,616.75	+2.15	+0.08%
Silver	31.395	-0.028	-0.09%
Copper	4.3807	+0.0322	+0.74%
US Sugar #11	22.06	+0.90	+4.25%
US Coffee C	262.55	-1.85	-0.70%

Australia 10Y	3.960	+0.026	+0.66%
Australia 5Y	3.608	+0.005	+0.14%
New Zealand 10Y	4.218	+0.008	+0.19%
U.S. 10Y	3.709	-0.031	-0.82%
Japan 10Y	0.855	0.000	0.00%
China 10Y	2.048	+0.004	+0.20%
Singapore 10Y	2.473	+0.018	+0.73%

CSL	293.96	-0.52	-0.18%
Woolworths	35.155	-0.085	-0.24%
ANZ Holdings	31.770	+0.270	+0.86%
Commonwealth Bank Australia	143.800	-0.220	-0.15%
Telstra Group	3.980	-0.030	-0.75%
National Australia Bank	39.480	-0.020	-0.05%
BHP Group Ltd	40.320	+0.130	+0.32%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Zurich Wholesale .	4.418	-0.010	-0.22%