Zenith rates NSW Waratah Annuity Bonds

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NSW Waratah Annuity Bonds – Series 5 (WAB) is designed to provide a regular, annuity style income stream over a defined term via a debenture issued by the NSW Treasury

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Zenith rates Austock Life Imputation Bonds

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Zenith has reiterated its Highly Recommended rating on Austock Life Imputation Bonds (AIB). AIB’s are Insurance Bond whose tax-paid investment structure means that tax on any returns (income and capital

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Zenith retains rating on EQT Wholesale Mortgage Income Fund

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Zenith was informed last week that the Portfolio Manager of the EQT Wholesale Mortgage Income Fund, John Terlikar has passed away suddenly after a short illness. Terlikar was wholly responsible

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Zenith: 2013 Australian Small Companies sector review

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Small cap managers with an approved or above rating from Zenith Investment Partners returned an average 20.6% in the 2012 calendar year, according to the research house’s Small Companies sector

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Zenith releases 2013 Equity Market Neutral Sector Review

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Zenith has completed its 2013 Equity Market Neutral Sector Review. From an initial universe of 13 Market Neutral products, six funds were rated “Highly Recommended” and one fund was rated

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Zenith rates Blue Sky Water Fund Recommended

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The Blue Sky Water Fund is an unlisted fund operating in the alternatives space which focuses on investing and trading in physical water assets via Australian Water Entitlements. The Fund

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Zenith rates Firstmac High Livez Fund

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The Firstmac High Livez Fund provides investors with exposure to a diversified pool of investment grade, medium term, Asset Backed Securities (ABS) supplemented with short term money market securities for

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Zenith rates EQT Wholesale Mortgage Income Fund

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The EQT Wholesale Mortgage Income Fund provides investors with exposure to a portfolio of real estate mortgage securities operated by a highly conservative manager. The Fund is managed by ASX

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Zenith rates La Trobe Australian Mortgages Fund

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The La Trobe Australian Mortgage Fund provides investors with an exposure to a diversified, Australia-wide portfolio of real estate mortgage securities. The Fund has four investment options with the Pooled

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Zenith rates Advance Multi-Blend Funds

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Following Dustin Adams’ resignation as portfolio manager in September 2012, Zenith placed the Advance Australian Shares Multi-Blend, Advance Australian Smaller Companies Multi-Blend and BT Wholesale Multi-Manager Australian Shares Funds “Under Review”. Subsequently, Advance

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