Real return funds go defensive and reduce equities exposure

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Real return funds that can flex their asset allocations to suit market conditions have significantly reduced their equities exposure, according to Zenith. Among Zenith’s rated universe of real return funds,

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Low cost multi-asset funds more volatile in down markets

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Investors in low cost multi-asset funds are more likely to experience higher volatility when markets decline, according to new research by Zenith. In its 2018 Multi Asset Diversified Review of

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Zenith to provide voting guidance to financial advisers

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Zenith has announced it will now provide formal recommendations on how financial advisers should vote in the best interests of their clients on investment matters that require an investor vote.

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Zenith appoints third research analyst from financial planning firm

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Zenith has recruited a third research analyst from the financial planning industry with the appointment of James Damicoucas as Associate Investment Analyst. James will undertake fund manager research as part

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Investor demand for downside protection drives surge in Australian shares long/short strategies

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A prolonged bull run in equity markets and increased concerns about a possible market correction have underpinned a sharp rise in the use of long/short strategies in investor portfolios, according

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Australian equities: Investors shift towards high conviction as core comes under pressure 

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Investor momentum towards high conviction Australian equity strategies is likely to continue as traditional core strategies come under increasing pressure from low cost quantitative and passive index offerings, according to

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LIC investors getting more choice, but reducing benefit from discount to fair value in longer term

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Investors have more choice than ever in the asset class strategies offered through Listed Investment Companies (LICs), according to Zenith’s latest research report on the sector. The expanding investment menu

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How advice practices benefit from early ratings on new funds

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In the past month Zenith has been the first Australian research house to rate three new funds from Airlie Funds Management and Firetrail Investments, and as Zenith’s Head of Equities

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Zenith appoints General Manager and Investment Consultant 

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Zenith Investment Partners has announced two staff appointments as a result of strong growth in its investment research solutions business. Bronwen Moncrieff has been promoted to the role of General

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Zenith launches new website and Adviser Portal 

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Zenith is excited to announce the launch of its new website which went live this week. The Zenith website includes both a ‘public’ section that includes non-subscription content such as

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