An FE fundinfo Company
The Elite Blends portfolios are our premium public menu managed account solution, leveraging our full internal capabilities in asset allocation, strategy selection and manager selection. These portfolios invest in actively managed funds and are constructed with no targeted fee budgets. They're objective driven through all markets and investment timeframes and have consistently delivered above-average risk-adjusted returns since inception.
Our public menu portfolios are constructed and managed by the Portfolio Solutions team, which consists of investment professionals with extensive portfolio management experience. The team works closely with our Asset Allocation, Risk and Governance and Administration teams, ensuring you receive a comprehensive and robust solution that meets your needs.
Access professionally designed portfolios that are built to perform over time.
We identify potential areas to address at both fund and portfolio levels through institutional-grade risk reporting.
We adjust the portfolios automatically to capitalise on market changes. You’ll be notified if and when any changes occur.
Platform regulatory requirements are managed by our team both at portfolio launch and on an ongoing basis.
Managed by our experienced consulting team, who have a deep understanding of creating leading portfolios to meet a variety of investment needs.
Powered by our leading internal capabilities in asset allocation, strategy selection and investment research.
Enjoy consistently monitored portfolio performance and rebalancing.
Rely on our best-of-breed reporting and portfolio dashboards to support your client conversations.
With Zenith Mosaic you can monitor your portfolio performance, take a deep dive into holdings analysis and access our suite of comprehensive portfolio reports.
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.