Zenith Rating: Recommended
This video has been prepared for AFSL holders and wholesale clients only.
By continuing to watch this video you are confirming that you either hold an AFSL or are a wholesale client.
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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned March 2023) 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.
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.
This video has been prepared and issued by Perennial Value Management Limited, ABN 22 090 879 904, AFSL No. 247293 as the Investment Manager. The Responsible Entity is Perennial Investment Management Limited ABN 13 108 747 637, AFSL No. 275101. Perennial Partners Limited (ABN 90 612 829 160) is a Corporate Authorised Representative (1293138) of Perennial Value Management Limited. Both the Investment Manager and Responsible Entity form part of Perennial Partners.
This video is for information purposes only. Accordingly, reliance should not be placed on this information as the basis for making an investment, financial or other decision. This information does not take into account your investment objectives, particular needs or financial situation and is not intended to constitute advertising or advice of any kind and you should not construe the contents of this material as legal, tax, investment or other advice. While every effort has been made to ensure the information is accurate, its accuracy, reliability or completeness is not guaranteed.
Past performance is not a reliable indicatory of future performance. This material does not constitute an offer of inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interest in any type of investment product or service. You should read and consider any relevant offer documentation applicable to any investment product or service and consider obtaining professional investment advice tailored to your specific circumstances before making any investment decision.
A copy of the relevant Target Market Determination, Product Disclosure Statement, Additional Information Booklet and application form can be found on Perennial’s website www.perennial.net.au. No distribution of this material will be made in any jurisdiction where such distribution is not authorised or is unlawful.