Talaria re-affirmed as Highly Recommended by Zenith

Zenith Investment Partners have re-affirmed the Highly Recommended rating for The Talaria Global Equity Fund (Managed Fund) and The Talaria Global Equity Fund – Currency Hedged (Managed Fund).

This years report highlighted that “Zenith believes 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.”

The announcement is the culmination of Zenith’s rigorous, independent assessment of the Talaria business and investment capability.

Talaria CEO Jamie Mead said: “We’re pleased to maintain this rating, the top level from Zenith, and follows on from our recent Zenith Fund Award win for best International Equities – Alternatives Strategies, 2022.

“In a difficult year for many people, it’s important that we’ve been able to play our role and deliver for our clients.”

Talaria has performed strongly over the last 12-months, with a more than 16% total return outperformance over the MSCI World ex-Aust benchmark to 31 October.

Zenith investment research process

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned (assigned December 1, 2022 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.

The Zenith Fund Awards were issued on 14 October 2022 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person, including target markets where applicable. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.