An FE fundinfo Company
Zenith Investment Partners is a trusted leader in investment research, offering financial advisers a forward-looking edge when it comes to making informed investment decisions. With a deep understanding of the unique needs of the Australian market, Zenith provides a wealth of insights through their managed fund research services in Australia. Our rigorous research methodology ensures our advisers have access to reliable ratings and evaluations for over 900 investment products, allowing us to navigate complex market landscapes with confidence.
Whether you’re exploring opportunities in active funds, index funds, or responsible investments, Zenith’s tailored managed fund research offerings in Australia deliver critical insights that align with your investment goals. Our dedicated in-house research team employs a robust, multi-dimensional approach, combining quantitative data with qualitative expertise to evaluate fund performance and strategy. This commitment to excellence ensures financial advisers stay ahead of industry trends and make decisions that drive long-term success.
Commencing as a specialist fund research and ratings business in 2002, our deep research expertise and experience enables us to deliver a high conviction, forward-looking Approved Product List (APL) to advisers.
Our people are the engine room of our business – a business distinguished by the quality and stability of our highly experienced, in-house research team.
Our thorough, rigorous, multi-dimensional research process allows us to monitor a global fund universe, assessing funds on a range of quantitative and qualitative factors.
Our full suite of ratings includes tailored fund ratings for active and index funds across more than 900 investment products.
We adhere to a regular, transparent sector review cycle to ensure advisers are on top of the latest asset class information including fund ratings, analysis and trends or issues impacting the sector.
Our Responsible Investment (RI) framework provides detailed insights to help advisers navigate ESG considerations with their clients, including tiered RI classifications across our entire APL.
Our operations and the delivery of our products and services are governed by strict policies and regulatory guidelines.
Our research is available to financial advisers through an annual subscription to Zenith Mosaic and includes access to research alerts, sector reviews, monthly and quarterly market reports, and expert insights on market themes, trends, products and portfolios.
Product research
Chant West superannuation research
Insights
Analyse Tools
Fund analytics and performance comparisons
Portfolio Builder
Equities
Stock profiles – consensus ASX200
+ Portfolio Builder
Product research
Chant West superannuation research
Insights
Analyse Tools
Fund analytics and performance comparisons
Portfolio Builder
Equities
Stock profiles – consensus ASX200
+ Equities
Product research
Chant West superannuation research
Insights
Analyse Tools
Fund analytics and performance comparisons
Portfolio Builder
Equities
Stock profiles – consensus ASX200
+ Super
Product research
Chant West superannuation research
Insights
Analyse Tools
Fund analytics and performance comparisons
Portfolio Builder
Equities
Stock profiles – consensus ASX200
Product research
Chant West superannuation research
Insights
Analyse Tools
Fund analytics and performance comparisons
Portfolio Builder
Equities
Stock profiles – consensus ASX200
For more information about our investment research offering or to request a free 7-day trial, please contact a member of our sales team or submit an enquiry and one of our team members will be in touch with you shortly.