Zenith Investment Partners

Marketing ESG credentials could be greenwashing even if correctly disclosed, according to Zenith, but going “dark” on disclosure isn’t an option either.

Growth in superannuation drove Australia’s managed fund industry to near-record levels in the December 2022 quarter. While most asset classes delivered positive returns and Australian equities outperformed, investors are looking more to offshore assets for portfolio diversification.

Property fund manager Charter Hall’s Direct Long WALE fund has received a “Recommended” rating from Zenith Investment Partners. Standing for “weighted average lease expiry,” the fund is managed by a five-person investment team responsible for the full suite of Charter Hall’s direct unlisted property funds. The focus is on identified well-tenanted, long-term direct property assets…

The Australian market is in a world of its own, pushing ahead with a strong post-pandemic-led recovery while a rebound of the global economy is edging closer and looks like it will come over the coming quarters. The team at DNR Capital Australian Emerging Companies Fund continues to select quality growth stocks for its Australian…

Zenith CEO David Wright has warned that advisers are turning away from alternative assets at a time when they may become more important than ever. Speaking to media on Thursday, Wright voiced concerns that advisers were abandoning alternative assets despite the possibility of “stronger than forecast inflation” and heightened market volatility. “There does appear to…

It was another busy week for Australia’s rating agencies, both on a corporate and operational level. On the one hand, Australia Ratings Group was acquired by Foresight Analytics, something we covered here. More topical though, was the upgrade of a number of popular, high-performing funds in 2020 and 2021. The Firetrail Australian Small Companies Fund…

Barwon Investment Partners this week announced that their long-standing Healthcare Property Fund had received a ‘recommended’ rating from independent research house Zenith Investment Partners. The group, named after the Barwon River in Sydney and founded in 2006, has built a niche assisting wholesale and institutional investors and now manages over AU$1.5 billion in assets. The…

As is the trend this year, Melbourne-based Zenith Investment Partners held their annual Fund Manager of the Year awards online over the weekend. The session was hosted by John Nicoll, Head of Sales, and David Wright, CEO, both presenting remotely. In what was an incredibly difficult year for the finance industry, Wright stressed the important…