Inside our ethical Multi-Asset strategy
Australian Ethical’s Multi-Asset fund range has been upgraded to a ‘Recommended’ rating by leading research house, Zenith Investment Partners.
This milestone highlights the expansion of our investment capabilities under the leadership of Chief Investment Officer Ludovic Theau and Deputy CIO John Woods. Over the past year, we've significantly grown our internally managed asset classes and forged best-of-breed partnerships, delivering a leading range of diversified, ethically-aligned options to suit different risk profiles.
Watch the video to learn more.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (Balanced Fund Wholesale AUG0017AU, High Growth Wholesale AUG0020AU, Moderate Fund Wholesale AUG7454AU, Conservative Fund Wholesale AUG6267AU assigned September 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) and is for adviser use only – it is not to be distributed to retail clients. 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 FSG and 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. Ratings are only one factor to be taken into account when deciding to invest. To consider whether a financial product is right for you, read the FSG, the relevant PDS and TMD at australianethical.com.au. Issued by Australian Ethical Investment Ltd (ABN 47 003 188 930, AFSL 229 949).