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A range of fund reports are available on each fund covered by Zenith.
Product Profile is a 1 page summary document disclosing fund details, cumulative & monthly net performance, performance statistics, asset allocation, investment objective, investment strategy, manager background and investor profile.
Product Assessment Report is a more detailed due diligence document looking at Zenith’s overall rating and view of the product and more specifically its qualitative assessment of investment process, security selection, portfolio construction, risk management, applications of the fund and its quantitative assessment of absolute & relative performance, consistency measures, risk / return.
Monthly Performance Report focuses on absolute and risk adjusted performance analysis based on monthly updated data. The report includes monthly return data, rolling return charts, return histogram, growth in $10,000 invested and other key metrics.
Product Coverage The Fund Search function encompasses all products covered by Zenith in accordance with our Coverage Policy (See Regulatory Guidelines section of website home page). This data is current as at the date of viewing. Ratings remain valid until they are updated, replaced or withdrawn.
Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of general advice. To the extent that any content of this website constitutes advice, it is General Advice (s766B Corporations Act 2001) for Wholesale clients only and prepared exclusively for Zenith clients, without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice and obtain a copy of, and consider, any relevant product PDS or offer document before making any investment decision. This website is subject to copyright and may not be reproduced without the consent of the copyright owner. This website was prepared in good faith and Zenith accepts no liability, whether direct or indirect, for any errors or omissions. Past performance is not an indication of future performance.