November 25, 2020
Zenith Investment Partners have increased the rating for Talaria Global Equity Fund to Highly Recommended.
The report highlighted our “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 delighted and humbled by the recognition and rating from Zenith. In particular it’s pleasing to have our fund recognised for providing a sustainable and differentiated source of income for investors when it has become increasingly hard to source both this year and likely into the future.” Talaria has delivered over 8.0% p.a. income on average for the last 10 years, including 8.08% for the last 12 months.
“In a difficult year for many people, it’s important that we’ve been able to deliver for our clients and meet their income needs,” Jamie said.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned 25 November 2020) referred to in this document 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 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 http://www.zenithpartners. com.au/RegulatoryGuidelines