An FE fundinfo Company
Driven by advances in technology, evolving investor needs and innovation in administrative systems, managed accounts can deliver higher performance potential, stronger compliance and substantial administrative efficiencies to financial advisers and their clients. We have three distinct managed account offerings to help simplify your client portfolio management.
Elite Blends are our premium portfolio suite, leveraging our best insights into investment markets and our strength in manager selection. Launched in 2009, they invest in actively managed funds and have consistently delivered above-average risk-adjusted returns. The portfolios are constructed with no fee budgets or investment constraints and are designed to deliver on their objectives, through all markets, in the investment timeframe.
Launched in 2019, Essentials portfolios maintain Zenith’s overarching investment philosophy as an advocate for active management but with a cost aware approach. The portfolios aim to provide exposure to a diverse range of quality active managers and some low-cost managers within a reduced fee budget.
Our customised managed account solutions are designed to match the unique requirements of each advice business and their clients. We partner with advisers to convert their paper portfolios into a managed account structure and then undertake all necessary portfolio construction, documentation, implementation and ongoing management on their behalf. Customised managed account clients receive a comprehensive suite of portfolio reports and are included in ongoing investment committee meetings and portfolio updates.
Our investment philosophy is anchored in the belief that quality active management will outperform broad markets over time, while mitigating risk. It’s this belief that continues to provide the basis for how we manage portfolios today.
Powered by market-leading investment research and extensive specialist knowledge from our dedicated and stable in-house research team.
Managed by our highly experienced consulting team with an in-depth understanding of the needs of Australian financial advisers and their clients.
Access to comprehensive portfolio dashboards and our best-of-breed reporting suite to support more constructive client conversations.
Underpinned by continual, considered portfolio monitoring and rebalancing including quarterly investment committee meetings.
As one of the first multi-asset managed account providers in Australia, we’ve built a wealth of knowledge on the development and management of these investment structures. Learn more about the benefits a Zenith managed account can offer you in this short video.
For more information about our managed account solutions, please contact a member of our sales team or submit an enquiry and one of our team members will be in touch with you shortly.