Australian share funds well positioned to capture offshore growth, says Zenith

From

Zenith has just released its 2015 Australian Large Companies Sector Review, and once again, the managers on Zenith’s Approved Product List (APL) have performed strongly. Notwithstanding the subdued level of

continue reading

Active management critical for small cap investing

From

A passive large cap strategy has significantly outperformed a passive small cap strategy over the past 17 years according to a detailed analysis undertaken by Zenith Investment Partners in their

continue reading

Zenith rates Mercer LifetimePlus ‘Approved’

From

Mercer LifetimePlus (MLP) is a newly developed product designed to provide participating superannuation funds access to longevity solutions to their members. MLP sits as an investment option within a participating super

continue reading

Perpetual Wholesale International Fund retains a ‘Recommended’ rating

From

Zenith retains a Recommended rating on the Perpetual Wholesale International Fund (APIR: PER0050AU) following a change of the Fund’s underlying investment manager. On 30 January 2015, Perpetual Investments (Perpetual) informed

continue reading

Global macro funds may benefit in 2015, says Zenith

From

Commodity Trading Advisor (CTA) funds generated strong risk- adjusted returns in 2014, according to Zenith Investment Partners CTA and Macro Alternatives Sector Report released last week.  However, it may be

continue reading

Global long/short funds have delivered on downside protection says Zenith

From

Global and Asian long/short funds have delivered on downside protection whilst still participating materially in market upswings over the past 14 years, according to the latest Global long/short sector review

continue reading

Fixed income managers will need to expand toolkit, says Zenith

From

Several Fixed Income Managers will need to expand their current investment toolkit going forward according to Steven Tang, Senior Investment Analyst at Zenith investment Partners according to their 2014 Australian

continue reading

Hedged infrastructure funds worth considering, says Zenith

From

Hedged infrastructure funds may be a better option than their unhedged counterparts according to Zenith Investment Partners Infrastructure Sector Review released this week. “Investors need to consider many factors when

continue reading

Zentih expands portfolio solutions with six implementable retirement models

From

Zenith Associate Director and Manager of Zenith’s Retirement Portfolio Solutions, Ben Davis has announced the release of a range of six investment solutions designed to maximise income and age pension

continue reading

Rising interest rates not always bad for REITs

From

While the interest rate sensitivity of REITs has recently spiked, Jonathan Baird, Investment Analyst with Zenith Investment Partners, believes this is a relatively short-term trend and should not be relied

continue reading