Research & Reports

Title Date
Zenith Product Assessment

The Company provides investors with an actively managed Australian equity exposure, coupled with a capital protection overlay. The portfolio is managed by Sydney based Perennial Value Management (PVM) and is expected to approximately mirror that of the Perennial Value Wealth Defender Australian Shares Trust (the Fund), which is also managed by PVM. Despite demonstrating early challenges in meeting cost expectations for the protection overlay, which has not been offset by value add from stock selection, Zenith believes the Fund is an innovative product managed by a highly capable derivatives expert in Dan Bosscher.

05/06/2018

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).

SUBMIT