Telstra rings up fourth consecutive year as Australia’s most valuable brand

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Telstra remains Australia’s most valuable brand despite its brand value subsiding 7% to $14.7 billion, according to the latest report by Brand Finance, the world’s leading independent brand valuation and strategy consultancy. Woolworths (brand value up 23% to $11.2 billion) and Coles (brand value up 31% to $11.0 billion) both jumped two places to 2nd and […]

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Nanuk Sustainability Fund receives 5 Star rating

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The Nanuk New World Fund received a 5 Star rating from Morningstar, its three-year track record placing the fund 2nd out of 193 global equity managers in the Large Cap World Equity category. This follows an “Approved” rating provided from Zenith Investment Partners at the close of 2018. Nanuk CEO Eric Siegloff said he was pleased […]

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Small companies beneficial for international equity portfolio allocations

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An exposure to smaller companies has long been a common component of an investor’s Australian equities portfolio, however, this has not been the case from an international equities perspective. Zenith believes this dynamic is beginning to change with the strong growth in availability of quality international equities smaller companies offerings over the past few years. […]

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Templeton Global Growth Fund Ltd rated “Recommended” by independent investment research

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Templeton Global Growth Fund Ltd (ASX: TGG), a 31-year old Australian listed investment company (LIC) providing investors with access to world equity markets based on a value driven investment approach, has been awarded a “Recommended” rating by Independent Investment Research (IIR). TGG’s investment objective is to achieve long-term capital growth for shareholders, particularly long-term investors […]

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Data Bill will usher in human rights for the digital age

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While the introduction of the Consumer Data Right Bill into parliament has been delayed, it needs to be a priority for the government in 2019, as it is welcome first step in addressing the imbalance of bargaining power between the holders and subjects of data, says Jonathan Steffanoni, principle consultant, legal and risk, with QMV. […]

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PAN-Tribal Global Equity Fund upgraded by Zenith

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PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund was upgraded to Highly Recommended following Zenith’s recent review of the global equity fund sector. Managed by New York-based Davis Advisors, the PAN-Tribal Global Equity Fund provides a style neutral, currency unhedged and benchmark unaware exposure to global equities. According to their report, […]

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Loomis Sayles Global Equity Fund awarded Zenith ‘Recommended’ rating in its inaugural review

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The recently launched Loomis Sayles Global Equity Fund has been awarded a ‘Recommended’ rating by Zenith. The Fund was opened to Australian retail investors on 1 November and is being distributed in Australia by Investors Mutual Limited (IML). Loomis, Sayles & Company manages USD $267.3 billion in assets and looks far and wide for value – across traditional […]

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Bell Asset Management receives two ‘Recommended’ ratings from Zenith

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Global equities boutique manager, Bell Asset Management (BAM), has received two ‘Recommended’ ratings in its inaugural reviews of the Bell Global Emerging Companies Fund and Bell Global Equities Fund (Platform). Commenting on the ratings, Chief Investment Officer, Ned Bell, said the two ‘Recommended’ ratings from Zenith was a great result which was indicative of Bell […]

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Fund managers rank Zenith as top research house: Peter Lee Associates Survey 

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A survey of 28 Australian equity fund managers conducted by independent research consultant Peter Lee Associates has ranked Zenith at number one with the highest ‘Research Relationship Strength Index’. The 2018 survey asked participants to rank their perceptions and capabilities of the manager research firms they interact with. The ‘Research Relationship Strength Index’ is a […]

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Ardea’s Real Outcome Fund receives ‘Recommended’ rating from Lonsec

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Fixed income specialist Ardea Investment Management has received a first time ‘Recommended’ rating for its Real Outcome Fund from Lonsec, based on the deep experience of the investment team, its differentiated ‘relative value’ investment approach (which is not reliant on introducing credit or duration risk like many fixed income peers) and strong historic performance. Ardea’s […]

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