During his recent visit to Australia, we caught up with Bernard Chua, Client Portfolio Manager of the Zurich Investments Global Growth Share Fund and asked him to demonstrate the stock selection process for the Fund.
The Zurich Investments Global Growth Share Fund is an international share fund designed for long-term investors who want to capitalize on the unique opportunities presented by companies with sustainable earnings acceleration. The strategy focuses on inflection points in companies’ fundamentals on the belief that markets are inefficient at identifying such points. Rather than ask ‘what is a growth stock’, the investment team looks at every stock and asks ‘when are they a growth stock’.
In this short video, Bernard gives us an overview of a recent addition to the portfolio, luxury goods company Kering, and explains the point of inflection and the sustainability of earnings acceleration that made Kering an attractive investment opportunity.
Zurich Investments are proud to have American Century Investments as our strategic investment partner for the Zurich Global Growth Share Fund. Find out more about Zurich’s Global Growth Share Fund here, or contact your Zurich representative to discuss how we can help you.
Important information: The content of this publication are the opinions of the writer and is intended as general information only which does not take into account the personal investment objectives, financial situation or needs of any person. It is dated October 2017, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 of 5 Blue Street North Sydney NSW 2060, nor any of its related entities, employees or directors (Zurich) give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Zurich recommends investors seek advice from appropriately qualified financial advisers. Zurich and its related entities receive remuneration such as fees, charges and premiums for the financial products which they issue. Details of these payments can be found in the relevant fund Product Disclosure Statement. No part of this document may be reproduced without prior written permission from Zurich.
Past performance is not reliable indicator of future performance. GINN FVHHKJ.00012.ME.036. DFOY-012931-2017