Zenith awards “Recommended” rating for Schroders global private equity fund

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Schroders’ recently launched global private equity fund has been awarded a “Recommended” rating from research house Zenith Investment Partners. The Schroder Specialist Private Equity Fund provides investors with diversified exposure... Read more continue reading

Australian Eagle Trust upgraded to ‘Superior’ rating

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Australia Ratings Analytics (Australia Ratings) has assigned an investment rating of ‘Superior’ ‘to the Australian Eagle Trust (the Trust). A Product Complexity Indicator of ‘Yellow’ has also been assigned to... Read more continue reading

Which super funds have outperformed during the Covid crash?

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In a financial year that saw a bull market turn into a sharp selloff followed by a recovery, super funds were rocked by a level of volatility not seen since the... Read more continue reading

Australians paying closer attention to super amidst the global pandemic: Report

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Investment Trends has released its 2020 Super Fund Member Sentiment and Communications Report, an in-depth look at the attitudes, needs and priorities of Australian super fund members. Key highlights: Australians... Read more continue reading

Zenith upgrades the Legg Mason Martin Currie Equity Income Fund rating to ‘Highly Recommended’

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In its most recent sector review, Zenith Investment Partners (Zenith) has upgraded the Legg Mason Martin Currie Equity Income Fund rating to ‘Highly Recommended’. Launched June 2011, the Legg Mason Martin... Read more continue reading

Metrics Credit Partners Funds assigned ‘Superior’ rating

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Australia Ratings Analytics (Australia Ratings) has assigned a ‘Superior’ investment rating to two Trusts managed by Metrics Credit Partners Pty Ltd (Metrics). Both, the MCP Master Income Trust (MXT) and... Read more continue reading

Investment platform switching on the rise: 2020 Planner Technology Report

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Leading research firm Investment Trends has released its 2020 Planner Technology Report, an in-depth study of Australian financial planners and their technology needs. Key highlights: Investment platform switching is on... Read more continue reading

Counting the cost of COVID-19 

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2020 is proving to be a challenging year for investors with most asset classes adversely impacted by the COVID-19 global pandemic. In its latest sector report on Property, Zenith Investment... Read more continue reading

Resolution Capital Real Assets Fund ‘Recommended’ by Zenith

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Resolution Capital is pleased to announce that the Resolution Capital Real Assets Fund has received a ‘Recommended’ rating by Zenith Investment Partners. It is the inaugural rating for the Real... Read more continue reading

AFI managers challenged by COVID-19 but opportunities for outperformance remain

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The Australian Fixed Interest sector was not immune from the effects of the COVID-19 crisis with the median manager in Zenith Investment Partners’ Australian Fixed Interest (AFI) category producing a... Read more continue reading