Sector Review Calendar - Zenith Investment Partners

The calendar provides detail on when each asset class sector will be formally covered as part of Zenith’s rolling 12 month review cycle.

This regular and strictly adhered to sector review cycle ensures you and your clients are keep abreast of the latest asset class information. Zenith’s view on key issues facing the sector in addition to a complete list of funds ratings and detailed quantitative and qualitative analysis is contained within our Sector Review reports.

Sector	Reviews Start	Reports Published	Sector Lead	2IC
Alternatives - Investment Bonds	Jun-20	Nov-20	Dugald Higgins	Dan Cave
Australian Shares - Exchange Traded Product - ETP	Jul-20	Oct-20	Dugald Higgins	Jacob Smart
International Shares - Emerging Markets	Jul-20	Oct-20	Tom Goodrich	Quan Nguyen
International Shares - Global Long Short	Jul-20	Mid Nov-20	Jacob Smart	Quan Nguyen
International Shares - Regional - Asia Ex-Japan	Jul-20	Oct-20	Tom Goodrich	Quan Nguyen
International Shares - Global (Hedged), Global (Unhedged)	Jul-20	Nov-20	Quan Nguyen	Stephen Colwell
Multi-Asset - Diversified	Jul-20	Sep-20	Andrew Yap	Daniel Vinicombe
Multi-Asset - Real Return	Jul-20	Sep-20	Daniel Vinicombe	Andrew Yap
Alternatives	Oct-20	Jan-21	Rodney Sebire	Daniel Vinicombe
International Fixed Interest	Oct-20	Feb-21	Rodney Sebire	Andrew Yap
Alternatives - Market Neutral	Dec-20	Feb-21	Adele O'Shannassy	Quan Nguyen
Australian Shares - Small Companies, Mid Cap Companies, Micro Cap Companies	Dec-20	Feb-21	Stephen Colwell	Jacob Smart
Listed Investment Entities - LICs/LITs	Mar-21	May-21	Dugald Higgins	Jacob Smart
Australian Fixed Interest	Mar-21	May-21	Andrew Yap	Rodney Sebire
Australian Shares - Large Companies	Mar-21	Jun-21	Jacob Smart	Quan Nguyen
Australian Shares - Long Short	Mar-21	Jun-21	Jacob Smart	Quan Nguyen
Property - Australian Securities, Global Securities	Mar-21	Jun-21	Dan Cave	Dugald Higgins
International Shares - Listed Infrastructure	Jan-21	Mar-21	Dan Cave	Dugald Higgins
Real Assets (Including Property - Direct)	Oct-20	Dec-20	Dugald Higgins	Dan Cave
Retirement Products	Ongoing	Ongoing	Dugald Higgins	Rodney Sebire