Zenith unveils index-specific ratings system

The research house has launched a dedicated framework for assessing index funds, to meet increasing demand from providers of passive investment vehicles.

In a statement, Zenith said the first ratings for the new index fund investment framework were now available through its website.

“The new ratings will be applied as Zenith moves through its annual review cycle, commencing with the June 2021 release of its Australian fixed interest, Australian equities and property sector reviews,” the research firm said.

“In line with Zenith’s existing ratings tiers, the new index ratings will include investment grade ratings of Index Highly Recommended, Index Recommended and Index Approved.”


Zenith general manager and head of research Bronwen Moncrieff said the group was responding to an increased number and variety of index funds available in the retail investment market.

“As the number of traditional index products offered to the Australian retail investor expands, we’re seeing offerings from the largest fund managers complemented by a growing band of smaller players,” Ms Moncrieff said.

“Responding quickly and effectively to this evolving market need is important in being able to offer advisers access to all the information required to make the right investment recommendations for their clients.

“We’re confident the dedicated index rating methodology will be viewed favourably by the market, and afford greater choice and information for advisers. Its rollout over the coming months forms an important part of our research strategy and service offering.”

Zenith unveils index-specific ratings system
Zenith unveils index-specific ratings system
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