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. There are five risk profiles available, designed to deliver a range of consistent returns above cash for varying risk profiles.
Our Essentials portfolios are designed to provide exposure to a diversified range of quality active fund managers, whilst reducing the overall portfolio cost through the inclusion of some lower-cost strategies. Launched in 2019, they are designed to deliver on their objectives through all markets with minimum risk.
A portfolio for every risk profile
Both our Elite Blends and Essentials portfolios have been constructed to cater to client risk profiles that range from conservative to high growth.
Our Elite Blends portfolios have a ten-year track record of strong performance and since inception, all five options have delivered returns above the industry median for a lower level of risk.
We provide comprehensive reporting to investment committees, advisers and clients. We believe we have one of the most compelling and comprehensive reporting packages in the industry. Our unique reports include qualitative opinions on the funds, ratings and underlying stock holdings.
Our research team on the lookout for you
We leverage our proprietary research knowledge to construct our portfolios while our dedicated portfolio implementation team continually monitors and executes the agreed portfolio changes efficiently to ensure your client’s best interests are looked after.
When you invest in a Zenith managed account, we will provide you with access to the portfolio section of Zenith Mosaic, our online adviser portal. Here you will see:
Our reporting is industry-leading and provides you with the transparency you and your clients expect.
Our Elite Blends paper portfolios are available via an online subscription (platinum level) for Advisers who wish to manage their own portfolios. They are available in 5 risk profiles.