Search ResultsShowing 1 - 10 of 100+ results for "Highly Recommended"
Magellan active ETFs retain Zenith ratings
KANIKA SOOD  |  WEDNESDAY, 23 OCT 2019
Active ETFs from Magelllan have retained their highly recommended ratings from Zenith, even as ASIC conducts a review into internal market making. Of the 203 ETFs available in Australia, Zenith Investment Partners rates 74 products. Only three of them ...
Aussie bond fund added to Zenith model portfolio
ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2019
Zenith's model portfolio offering, Zenith Elite Blends, has added a 'highly recommended' Aussie bond fund. The Legg Mason Asset Australian Bond Fund will now be available through Zenith Elite Blends. Managing partner of Zenith David Wright said the ...
Charter Hall industrial fund scores top Lonsec rating
HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
... Direct Industrial Fund No.4 (DIF4) scored Lonsec's top rating. The independent research house rated DIF4 as Highly Recommended, noting its portfolio was 100% occupied by "high-quality tenants" and was well positioned in terms of future rental increases ...
UBS small caps team launches boutique
KANIKA SOOD  |  TUESDAY, 2 APR 2019
... Haddad worked together for eight years on the UBS Australian Small Companies Fund which had $400 million and a highly recommended rating from Zenith. The trio is back with Eiger Capital, a boutique named after the Swiss mountain as a nod to their Swiss ...
UBS launches emerging market fund
HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
... the Australian market. Additionally, the fund became the first emerging market fund to receive Zenith's Highly Recommended rating after its first inaugural review. The ratings firm noted the ability of portfolio manager Geoffery Wong to leverage ...
Former advice specialist hired as Zenith analyst
KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... up by four since August last year. The research team rates 701 flagship funds as approved, recommended or highly recommended. It screens out of 900 funds (not rated). It has expanded its coverage universe significantly to meet advisor demand for more ...
Westpac investment arm awards real estate mandate
KANIKA SOOD  |  TUESDAY, 17 JUL 2018
... ACIRT says it usually pays the trust's distributions annually. Principal Global REIT Fund also received a highly recommended rating from Zenith. Zenith noted the fund has outperformed market conditions more than 50% of the time. It places the fund ...
Former Macquarie equities team launches boutique
KANIKA SOOD  |  FRIDAY, 25 MAY 2018
... of management fees. Both funds have a minimum investment size of $20,000. The high conviction fund has a "highly recommended" research rating while the absolute return fund has a "recommended" research rating from Zenith. "We are very excited to launch ...
Australian hedge fund manager eyes bigger slice of NZ telco pie
JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2017
... Capital, recently launched its Australian Equities Fund to the retail and intermediary space, receiving a Highly Recommended rating from Zenith. The fund's concentrated large cap, long only strategy has averaged a return of 9.0% per annum after fees ...
Cromwell divests IOF, reopens fund
KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... Accumulation Index benchmark of 3.4% per annum over the same period. Lonsec and Zenith have rated the fund as 'highly recommended.' Cromwell's assets under management stands at $10.1 billion across Australia, New Zealand and Europe.
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