Dynamic ETF portfolios with an Australian perspective

Dynamic ETF portfolios are a low cost portfolio option and a simple way to access a breadth of investments such as equities, cash, bonds, hybrids and commodities. Our Dynamic ETF portfolios are highly diversified, employing our best-of-breed, multi-manager approach. These low cost portfolios incorporate a broad range of exposures using a proprietary dynamic asset allocation (DAA) overlay to maximise market opportunities.

The Portfolios

Our team

We’ve been providing industry super fund and private wealth clients with DAA recommendations and investment strategy advice for over 15 years.

The team managing the Dynamic ETF portfolios is led by Damien Hennessy, a highly experienced economist who’s built his expertise over more than 35 years working across funds management, asset allocation and investment strategy. He’s supported by a dedicated internal investment committee, a specialist portfolio monitoring and rebalancing team, and a data analytics team, creating a robust portfolio management, monitoring and reporting process for clients.

MEET OUR PEOPLE

Why choose a Zenith managed account?

Wealth of experience managing portfolios for Australian advisers and institutional clients.

Proprietary macro market and in-house DAA expertise employed to build the portfolios.

Strategic asset allocation from an Australian perspective.

Investment decisions powered by sophisticated institutional analysis tools, eg. MSCI Barra.

‘Best of breed’ reporting suite available via Zenith Mosaic.

Portfolios which leverage our experienced investment research team to help identify the highest quality exposures to express our asset allocation views.

Tools & insights

Learn more about Dynamic ETF Portfolios

Gain a deeper understanding of how our Dynamic ETF portfolios are constructed and who the ideal client is for this style of portfolio.

Zenith Mosaic

With Zenith Mosaic you can monitor your portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.

Find out more

For more information about our managed account solutions, please submit an enquiry and one of our team members will be in touch with you shortly.

Frequently asked questions

What is a dynamic ETF portfolio?

A dynamic ETF portfolio is a managed account constructed from exchange traded funds (ETFs), with asset class weightings adjusted over time in response to changing market conditions. The ETF structure provides low-cost, transparent exposure to broad market indices, while active asset allocation management seeks to improve risk-adjusted returns relative to a static allocation.

How does a Zenith ETF managed account work?

Zenith's dynamic ETF managed accounts are managed by Zenith's Asset Allocation team, which makes and implements fund selection and asset allocation decisions within the portfolio. Advisers access the portfolio through several leading platforms under a managed account structure, with clients holding the underlying ETF positions directly.

What ETFs are included in Zenith's dynamic ETF portfolios?

ETF selection within Zenith's dynamic portfolios is based on Zenith's investment research and asset allocation views. The portfolios draw on a range of Australian and international ETFs across asset classes. For current portfolio holdings, contact us or access the relevant portfolio reporting through Mosaic.

Who are dynamic ETF portfolios suitable for?

Zenith's dynamic ETF portfolios are suited to advisers and clients seeking a cost-effective, diversified investment solution with the benefits of an active asset allocation overlay. They’re designed for clients who want broad market exposure with lower fees than traditional actively managed portfolios, while retaining the transparency and tax efficiency of a managed account structure.

What are the benefits of an ETF managed account over direct ETF investing?

An ETF managed account removes the administrative burden of building and rebalancing a DIY ETF portfolio. Zenith manages the asset allocation and rebalancing on the client's behalf, with the client retaining direct ownership of the underlying ETFs. This combines the cost efficiency of ETFs with the governance benefits of professional portfolio management.