An FE fundinfo Company
Zenith is a leading provider of investment research and ratings in Australia. Our in-depth analysis and respected ratings process help advisers identify high-quality investments, while giving fund managers the advice network and platform access they need to expand their reach. Whether you're a local or global investment manager, boutique or multi-national, we deliver the research, guidance and competitive insights to support your success in the Australian wealth market.
We've been a trusted voice in investment research and ratings for over two decades. Our deep, high-quality research is used by a broad cross-section of financial advisers and wealth institutions across the country to make confident, informed investment decisions.
Our expertise spans across asset classes, investment styles and strategies, enabling us to provide detailed insights and meaningful assessments for fund managers looking to grow.
At our core, we provide in-depth investment research and ratings that power investment decisions across Australia’s financial advice community. Fund managers engage with us to:
Investment research and ratings are in our DNA. Our thorough, qualitative process evaluates a fund’s investment team, philosophy, process, performance and risk management, delivering trusted outcomes that advisers depend on.
We’ve been a part of the Australian financial services industry for more than 20 years. We have a reputation for deep sector coverage and the ability to assess complex products when they come to market.
Our team are respected for their deep sector expertise, decades of experience and broad market connections and understanding. A Zenith rated manager benefits from our open, engaged and respected professionals who spend time understanding the unique capabilities of each manager.
For new or offshore investment managers, we provide comprehensive guidance, from understanding platform dynamics to tailoring your story for the local advice market.
Our research methodology is detailed, robust and highly respected. It includes:
A Zenith rating provides a highly respected, in-depth review and rating of your fund, providing exposure to a growing list of Australian financial advisers.
We adhere to a regular, transparent sector review cycle to ensure advisers are on top of the latest asset class information including fund ratings, analysis and trends or issues impacting the sector.
Our Responsible Investment (RI) framework provides detailed insights to help advisers navigate ESG considerations with their clients, including tiered RI classifications across our entire APL.
Our operations and the delivery of our products and services are governed by strict policies and regulatory guidelines.
Each year, the Zenith Fund Awards celebrates excellence in funds management, recognising market-leading strategies based on a range of criteria including portfolio construction, quality of investment team and risk management.
Award recipients are selected through our rigorous investment research and ratings process, making it a powerful promotional tool to showcase your strategy. Recognition at the Zenith Fund Awards increases adviser awareness and strengthens your market position, providing a strong platform to promote your capabilities.
Unlock deeper market insights, competitive intelligence and distribution potential.
Zenith Mosaic is our flagship research and portfolio insights platform, designed to give fund managers a strategic advantage. With Mosaic, you can access our leading investment research and ratings, benchmark your strategy against competitors, and uncover new opportunities to position your fund more effectively.
Whether you’re looking to refine your pitch to advisers, enter new channels, or identify gaps in the market, Mosaic delivers the competitive intelligence you need to act with confidence.
With Mosaic, you can:
A compelling investment story starts with knowing where you stand. Mosaic empowers fund managers to sharpen their edge—strategically and commercially.