Meet the Manager with Zenith Investment Partners
01 November 2024
Richard Maynier, Portfolio Manager, Australian Equities at Northcape Capital, the investment manager for the Warakirri Ethical Australian Equities Fund, discusses Northcape’s approach to ESG and investing in Australian Equities with Dugald Higgins, Head of Responsible Investment and Sustainability at Zenith Investment Partners.
The Warakirri Ethical Australian Equities Fund currently has a ‘recommended’ rating from Zenith and responsible investment classification of ‘integrated’.
For more details on the fund, visit the Warakirri Ethical Australian Equities Fund page.
THIS VIDEO IS NOT INTENDED FOR RETAIL INVESTORS.
(ABN 33 057 529 370) (AFSL 246782) (Warakirri) to provide general product information to wholesale investors only and does not constitute financial advice as it does not take into account an individual’s personal objectives, financial situation or needs, and is not an offer or solicitation to enter into an agreement.
Units in the Warakirri Ethical Australian Equities Fund (ARSN 642 393 299) are issued by Warakirri. The information contained herein should not be relied upon without first referring to the Fund’s Product Disclosure Statement (PDS), Additional Information Booklet and the Target Market Determination (TMD) for a description of the target market. Further information for the Fund is available at www.warakirri.com.au or by calling 1300 927 254.
Past performance is not a reliable indicator of future performance. Investment decisions should not be made upon the basis of the Fund’s past performance or distribution rate, since each of these can vary.
The information discusses general market activity, industry or sector trends or other broad-based economic, market or political conditions and should not be construed as research or investment advice. The economic and market forecasts presented herein are for informational purposes as at the date published. There can be no assurance that the forecasts will be achieved. The views and opinions are provided for informational purposes only and are subject to change without notice.
The information is believed to be accurate as at the date published but no warranty is made as to the accuracy, reliability or completeness. While the information herein has been prepared with all reasonable care, Northcape and Warakirri accept no responsibility or liability for any errors, omissions or misstatements however caused.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned WRA7701AU June 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.
