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How frequently do you provide performance reports?

Asked 5 months ago
Zenith Asset Management Ltd typically provides performance reports on a quarterly basis. These reports are designed to give clients a comprehensive overview of their investments and financial performance over the previous three months. The quarterly reports may include detailed information on portfolio performance, market commentary, and insights into changes in asset allocation. Clients can use these updates to assess how their investments are performing relative to benchmarks or investment objectives. In addition to quarterly reports, Zenith Asset Management Limited may also provide more frequent updates if significant changes occur in the market or the specific investments within a portfolio. Clients are encouraged to review these reports closely and to reach out with any questions or thoughts regarding their investments. For the most accurate and up-to-date information about reporting frequency or to find additional resources, it may be beneficial to refer to Zenith Asset Management's official website.
Answered Jul 1st 2025

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