Research & Reports

Title Date
Zenith Research Report – For Advisers

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned March 2015) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelinesOpens in new window .

12/03/2015
The case for growing and dynamically defending your wealth in a low rate, volatile global market environment – For Advisers 12/03/2015
Adviser Factsheet 12/03/2015

I confirm that I am the holder of an Australian Financial Services Licence (AFSL) or the representative of an AFSL holder, or that I am a "wholesale client" as defined in the Financial Advisers Act 2008(NZ).

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