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Zenith introduces dedicated index fund rating

Zenith introduces dedicated index fund rating
Tony Zhang
10 June 2021 — 1 minute read

The investment research consultancy has launched a new framework dedicated to rating index funds.

Zenith Investment Partners has launched a framework specifically for rating index funds, with the first ratings now available through its adviser site.

The new ratings will be applied as Zenith moves through its annual review cycle, commencing with the June 2021 release of its Australian fixed interest, Australian equities and property sector reviews. 


In line with Zenith’s existing ratings tiers, the new index ratings will include investment grade ratings of Index Highly Recommended, Index Recommended and Index Approved.

According to Zenith’s general manager and head of research, Bronwen Moncrieff, while the business has been rating index funds for many years, the launch of a dedicated index rating scale will meet increased demand for a high-conviction rating solution specific to this sector of the investment universe.

“As the number of traditional index products offered to the Australian retail investor expands, we’re seeing offerings from the largest fund managers complemented by a growing band of smaller players,” Mr Moncrieff said. 

“Responding quickly and effectively to this evolving market need is important in being able to offer advisers access to all the information required to make the right investment recommendations for their clients.

“We’re confident the dedicated index rating methodology will be viewed favourably by the market, and afford greater choice and information for advisers. Its rollout over the coming months forms an important part of our research strategy and service offering.” 

This comes as Zenith Investment partners had recently highlighted the need for greater innovation needed in retirement strategies with the distinction between accumulation and decumulation portfolios, as managed accounts continue to play an important part in this process.

Zenith introduces dedicated index fund rating
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