Zenith rates the Analytic Global Managed Volatility Fund

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The Analytic Global Managed Volatility Fund, offered by Macquarie Professional Series, aims to reduce the volatility of the MSCI World ex Australia index while meeting or exceeding the return of

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CTA/Macro Funds imperative for portfolio diversification

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Zenith has just released its 2013 CTA / Macro Sector findings. According to Daniel Liptak, Head of Alternatives, “With the performance of many CTA’s struggling over the last 18 – 24

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Zenith retains RFM StockBank Recommended rating

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RFM StockBank (SBK) is a unique way to gain exposure to Australian red meat markets (cattle and sheep) in a managed fund environment and aims to provide investors with a

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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: 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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