Highly recommended by Zenith for 2025

December 2024

 

 

We’re pleased to share that Zenith Investment Partners has once again awarded its Highly Recommended rating to the Talaria Global Equity Fund (Managed Fund) and the Talaria Global Equity Fund – Currency Hedged (Managed Fund), both the listed and unlisted versions – on the strength of our unique investment approach.

This marks the fifth consecutive year our funds have received this top-tier recognition, reflecting the enduring strength of our unique and alternative approach to global equity investing.

Talaria CEO Jamie Mead said: “We’re delighted to be recognised once again and maintain this rating, the top level from Zenith.”

 Zenith’s report highlighted that “Talaria employs a unique investment approach and considers the investment team to be well positioned to deliver upon the Fund’s investment objectives…the Fund is a highly attractive option within the global equity income peer group.”

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned November 2024 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 Guidelines.

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