Talaria Global Equity Fund active ETFs


At Talaria our purpose is t

Help people and communities enjoy a more certain financial future.



And for over 16 years we have been striving to do just that. Delivering high levels of consistent income, lower market risk and greater certainty of returns through our unique investment process.







Our process

We seek to capture the majority of the market’s gains while insulating investors from periods of weakness, enhancing the certainty of returns.

Our outcomes

Our belief in discipline and process to balance both risk and reward means we achieve three key outcomes:

Lose less when the market declines, allowing us to take greater advantage when it goes up.

Enjoy a smoother ride to the end result. We recognise the journey is as important as the destination, so less volatility is always better.

We generate consistent income as part of the total fund return. This comes from a variety of sources creating more stable returns to investors.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned (assigned November 24, 2021 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.
© 2018 FE Money Management. all rights reserved.The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management and Lonsec (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management or Lonsec (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FEMoney Management and Lonsec shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management and Lonsec does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.
The rating issued 03/2021 for fund AUS0035AU is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information.

Find out more by getting in touch with a member of our team


330 Collins Street
Melbourne VIC Australia 3000
+61 3 8676 0667


Level 5, 115 Pitt Street
Sydney NSW Australia 2000
+61 457 478 026


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