While continuing to manage customised model portfolios for select clients, Zenith decided in mid-2008 to also launch a suite of preset ‘platform-based’ model portfolios that would provide a cost-effective solution for advisers looking for independent investment and portfolio construction advice.

 Zenith now offers ‘platform-based’ model portfolios across all of the major administration platforms.

Associate Directors and joint heads of the recently launched Zenith Investment Solutions division, Glen Franklin and Ben Davis today announced the results of the composite performance of Zenith’s ‘platform-based’ model portfolios over the past three years ending July 31, 2011, relative to the corresponding median fund return within each risk profile.

“The results show, Zenith’s models have significantly outperformed the median over all time periods, both in an absolute sense and on risk adjusted basis (as measured by the Sharpe Ratio),” said Glen Franklin.

“Importantly, Zenith’s models have performed very well versus the median over the most recent 6 month period, which has been a particularly challenging period for investing.”

Ben Davis pointed out that in particular, the inherently defensive positioning of fixed interest and alternatives funds within the portfolios has provided a strong buffer during the recent falling equities markets.

In addition, the income returns produced by the conservative and moderate portfolios have been competitive with term deposit rates, whilst still providing potential for capital growth.

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