Zenith Tag

ATLAS Infrastructure Shortlisted for 2021 Zenith Fund Awards

Zenith Investment Partners has just announced the finalists for its 2021 Zenith Fund Awards…and ATLAS Infrastructure has been shortlisted as one of three finalists in the Infrastructure category.

The Fund Awards recognise and encourage excellence in funds management across all asset classes and disciplines; finalists and winners are determined by Zenith, based on a rigorous selection process. Zenith awards are based on long-term factors derived from their extensive research and due diligence of fund managers including quantitative aspects of the funds longer-term returns to investors. The funds that win, Zenith believes demonstrates they have what it takes to deliver for investors over the long term.

 

ATLAS Infrastructure has earned it’s place as a finalist based on the strength of the investment team and performance track-record.

 

In commenting on the nomination, Matt Lorback (Partner at ATLAS) said, “I am delighted the Fund has once again been recognised amongst its peers.”

 

“The Fund has performed exceptionally well since it was launched in October 2017, and it’s pleasing to see the traction it is getting with a growing number of dealer groups and platforms.”

 

The winner will be announced on 15 October 2021.

 

For more information on the ATLAS Infrastructure Australian Feeder Fund, please click here.

 

Important information

The Fund Awards will take place on 15 October 2021 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. 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.

ATLAS Infrastructure awarded Recommended Rating by Zenith Investment Partners

We are extremely pleased to announce that Zenith Investment Partners has awarded a Recommended rating to the ATLAS Infrastructure Australian Feeder Fund.

ATLAS Infrastructure (ATLAS) was established in 2016 with the backing of Global Infrastructure Partners (GIP), one of the world’s largest direct infrastructure investors. As at February 28 2021, ATLAS had amassed funds under management (FuM) of A$1.9 billion. In the Australian market ATLAS has chosen to work with PAN-Tribal Asset Management as its distribution partner.

Hedged and Unhedged classes of the Fund are currently available via 12 different platforms:

  • Asgard
  • BT Panorama
  • BT Wrap
  • HUB24
  • Macquarie Wrap
  • Mason Stevens
  • MLC Wrap
  • Navigator
  • netwealth
  • OneVue
  • Powerwrap
  • Praemium

 

“Zenith has a favourable view of the well-resourced team and investment process including the detailed climate policy scenario modelling. Overall, Zenith believes that ATLAS’ approach to ESG within the investment process is comprehensive, which represents a point of difference relative to peers.”

“Zenith notes that ATLAS’ approach is more systematised and comprehensive than peers and goes one step further with the scenario analysis. Effective as at February 28 2021, the Fund has outperformed the Zenith assigned benchmark over the short term and since inception. This performance sees the Fund in the first quartile of the peer group, outperforming the median manager.”

To view the media release, please click here.

 

Important information

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned March 2021) 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/Regulatory Guidelines.

Three years running…PAN-Tribal Global Equity Fund maintains highest Zenith rating

We’re delighted to announce that the PAN-Tribal Global Equity Fund has maintained its Highly Recommended rating from Zenith.

Zenith describes the International Shares – Global (unhedged) sector as one of the most competitive fields in the investment landscape, based on the number of managers and strategies available to investors. Despite this, the PAN-Tribal Global Equity Fund – which provides a style-neutral, currency unhedged and benchmark unaware exposure to international equities – has been awarded Zenith’s highest rating for the third year running.READ MORE

Zenith upgrades Pan-Tribal Global Equity Fund

After recently celebrating its second anniversary, the Pan-Tribal Global Equity Fund (the Fund) has been upgraded to ‘Recommended’ by Zenith Investment Partners (Zenith).

The research house has closely followed the Fund’s progress since inception, and as part of its recent ‘International Equity – Global (Unhedged)’ sector review, visited the sub-investment manager, Davis Advisors, in New York.READ MORE

 

The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.

 

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.

 

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