Our thinking.
Our record.
We publish two things openly: our thinking and our record.
The thinking is about wealth, family and what lasts across generations. The record is the performance of the Investment Committee responsible for overseeing capital on behalf of our clients.
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About the Zeteo Record
The Zeteo Record provides transparency into the investment decisions, asset allocation views and portfolio construction framework overseen by the Zeteo Investment Committee.
As an independent family adviser and outsourced CIO, our role is to help families make better investment decisions through disciplined governance, rigorous due diligence and ongoing oversight of capital.
The model portfolio reflects the strategic views of the Investment Committee and serves as a reference point for how we assess opportunities, manage risk and allocate capital across asset classes.
Performance is published quarterly and reported on an annualised basis since inception on 1 July 2024.
The model portfolio is provided for informational purposes only and does not represent the holdings, transactions or returns of any individual client portfolio. As Zeteo operates a non-discretionary advisory service, each family’s portfolio is implemented separately and may differ from the model portfolio.
Important information
The performance shown relates to a model portfolio maintained and tracked by the Zeteo Investment Committee since inception on 1 July 2024. It is provided for informational purposes only and does not represent the performance of any individual client portfolio.
Returns are shown net of underlying investment management fees and costs, but before Zeteo advisory fees, assume the reinvestment of income and are shown before tax.
Past performance is not a reliable indicator of future performance. All investments involve risk, including the potential loss of capital.
This information is general in nature, is intended only for wholesale clients, and is issued by Zeteo Wealth Partners Pty Ltd (ABN 35 677 797 965, AFSL 560247).