An FE fundinfo Company
Designed for the more cost conscious investor, our Essentials portfolios leverage our strong internal capabilities in asset allocation, strategy selection and manager selection. They invest in a combination of active managed funds including lower cost options such as index funds.
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 portfolio solutions team who have a deep understanding of creating leading portfolios to meet a variety of investment needs.
Our ability to employ lower cost funds for sub-asset classes where out-performance potential is limited.
Leveraging our breadth of internal capabilities but with a cost conscious approach.
Supported by our respected investment research, delivered by our internal research team.
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.