In June 2021, Third Link Growth Fund retained a ‘Recommended’ rating from leading research house, Zenith Investment Partners¹ in the Australian Shares - Large Companies sector. This sector is traditionally one of the most competitive in the investment landscape.
Zenith research showed that Third Link achieved its objective and outperformed the benchmark over the most recent five-year period. Third Link was placed in the second quartile, ranking 33rd overall, when ranked against 106 other funds over rolling five-year periods. The Fund has maintained volatility below that of the benchmark and median manager since inception, and despite the Fund's growth nature, has shown a greater consistency of outperformance in falling markets over the long term.
“Zenith believes the Fund is a compelling offering due to its access to highly rated fund managers. In addition, given the Fund's charitable aim, we believe it to be an appealing option for socially conscious investors. The rebate of performance fees to the Fund has the potential to have a significant positive impact on the long term return for investors,” said Zenith.
¹ The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned June 2021) 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 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