The Essentials portfolios are designed to provide exposure to a diversified range of quality active fund managers but with an ‘active at the right price’ philosophy. Launched in 2019, the portfolios maintain Zenith’s overarching investment philosophy as an advocate for active management, but with a cost aware approach to constructing the portfolios.

Typically, cost reduction is achieved by:

  • reducing asset allocation to asset classes with higher associated fees whilst still maintaining the overall growth/defensive split, and
  • employing low-cost managers for sub-asset classes where outperformance potential is deemed to be the least attractive within a given asset class.

The portfolios are designed to deliver on their cash-plus objectives through all markets over the investment timeframe with minimum risk, offering a range of risk profiles to suit the varying needs of your clients.

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