Zenith initiates coverage on the Auscap Ex-20 Australian Equities Fund with a Recommended rating

February 2024 | Zenith has initiated coverage on the Auscap Ex-20 Australian Equities Fund with a Recommended rating. In its report dated 14 February 2024, Zenith provided commentary stating that it drew confidence in the robustness of the investment process that has successfully been applied to the Auscap Long Short Australian Equities Fund incepted in 2012. Furthermore, Zenith noted that Auscap has derived material performance attribution from mid cap stocks (S&P/ASX300 ex S&P/ASX20 Index) in the Auscap Long Short Australian Equities Fund. Overall, Zenith stated that it believes the Auscap Ex-20 Australian Equities Fund is well placed to deliver on its investment objectives. For more information, please contact Lauren Murphy, Head of Distribution, at distribution@auscapam.com





The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (ASX6179AU assigned 8 February 2024) 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