Zenith Investment Partners have reaffirmed their Highly Recommended rating for Talaria Global Equity Fund (Managed Fund) and Talaria Global Equity Fund – Currency Hedged (Managed Fund). These ratings also apply to our recently launched active ETMFs now trading on the Chi-X platform with tickers: TLRA and TLRH.
The new active ETMFs rating means there are only 3 Active Global Equity Managers with Highly Recommended strategies across all Zenith’s rated global equity universe.
The announcement is the culmination of Zenith’s rigorous assessment of the Talaria business and investment capability.
The rating report noted: “Talaria employs a unique investment approach and considers the investment team to be well positioned to deliver upon the Fund’s investment objectives. Additionally, we believe the Fund is a highly attractive option within the global equity income peer group.”
Talaria CEO Jamie Mead said: “We’re delighted with the recognition and rating from Zenith, and welcome the same rating for our recently launched active ETMFs.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned (assigned November 24, 2021 for funds AUS0035AU and WFS0547AU) referred to in this piece 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, including target markets of financial products, where applicable, 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 Fund Research Regulatory
