Equity Plus invests the whole of your capital in an S&P 500 ETF, then runs Zentra's live market-neutral overlay alongside it. You keep every point of the index return and the dividend stream, while a second, uncorrelated return stream works on top. For wholesale investors.
View Results →Free access in 30 seconds. The overlay's live track record, independently audited and updated daily.
Most investors face a false choice: hold the index, or give up index exposure to chase absolute returns. Equity Plus is built so you do not have to choose. The index return you already understand, plus an overlay that seeks to add to it.
The whole of the capital is invested in the index, providing the market exposure and the dividend stream. This part of the portfolio behaves exactly as an investor expects an index holding to behave, because that is exactly what it is.
Zentra's Market Neutral Core Strategy, running systematic defined-risk SPX index option structures at approximately 35% of the ETF notional, margined against the core holding and reset to target monthly. No capital is carved out of the index to fund it.
The overlay is not a new engine built for this product. It is the same market-neutral strategy Zentra already runs live, under the same rules, the same hedging protocols and the same defined-risk construction.
The overlay is our flagship Market Neutral Core Strategy, traded live since October 2024 with an independently audited track record you can inspect before committing anything.
The overlay's returns have had little to do with the direction of the market. That independence, not any hedge, is the basis for running it alongside an index holding rather than instead of one.
Every option structure in the overlay is defined-risk: the maximum loss is known at entry, per position. Position sizing and portfolio-level exposure limits are enforced systematically.
The overlay is margined against the core index holding, so it adds a second return stream without selling down the first. Your capital stays fully invested in the market the entire time.
of net return per annum above the benchmark, being the total return of the iShares Core S&P 500 ETF (IVV), subject to market conditions, implementation costs, fees and investment risk.
A forward-looking objective, not a forecast or a guarantee. See Important Information.
For investors who want to stay fully invested in equities and still put something genuinely uncorrelated to work.
You already believe in holding the market. Equity Plus keeps that conviction intact, every point of index return and every dividend, and asks the same capital to do a second job on top.
A single allocation that pairs a transparent, benchmark-aware core with a systematic overlay, without the cash drag of funding an alternatives sleeve by selling down equities.
A clean answer to the client who will not give up equity exposure but wants more than the index. The benchmark is explicit, so the overlay's contribution is measurable month by month.
Register for free access to the overlay strategy's live performance, updated daily and independently audited. Judge the engine before you consider the product.
Once you have seen the results, we speak with you about your objectives, structure and eligibility, and walk through how the core and the overlay fit together.
We provide the product documentation setting out the structure, the fee schedule, the risks and the terms. Your advisers review everything before anything is signed.
The core index position is established, the overlay begins alongside it and you receive transparent reporting on both sleeves against the stated benchmark.
Yes. The whole of the capital is invested in an S&P 500 ETF at all times. The overlay is margined against that holding rather than funded by selling part of it, so the index exposure and the dividend stream remain intact.
No. The overlay is an independent return stream, not downside protection. In a falling market you still hold full index exposure and Equity Plus will fall with it. The overlay's returns have historically been largely independent of market direction, which may soften combined drawdowns, but that is not guaranteed and it is not a hedge.
The combined product has not been traded, so it has no track record of its own and we will not pretend otherwise. What exists is the live, independently audited record of the overlay strategy, which has traded since October 2024, and the public record of the index itself. Any combined figures we show in product documents are hypothetical illustrations, labelled as such.
The fee schedule and minimum allocation are set out in the product documentation provided to eligible investors and discussed on the call. Fees apply to the overlay's management; the core is a plain ETF holding.
Equity Plus is available exclusively to wholesale and sophisticated investors as defined under the Corporations Act 2001 (Cth). It is not available to retail clients. Eligibility is verified before any allocation.
Equity Plus carries the full risk of the equity market on the core holding, plus the risks of the options overlay, including leverage, margin requirements and time decay. The two sleeves can lose money at the same time. Past performance of the overlay is not a reliable indicator of future results, and the stated objective is not a promise. Seek independent professional advice before investing.
View the overlay's live, audited track record first. Then book a call to discuss whether Equity Plus fits your portfolio.
View Results →Wholesale Clients Only: Equity Plus is available exclusively to wholesale and sophisticated investors as defined under the Corporations Act 2001 (Cth). It is not available to retail clients. Eligibility is verified before any allocation is accepted.
Forward-Looking Objective: The stated objective of approximately 6% to 8% per annum of net return above the benchmark is a forward-looking investment objective, subject to market conditions, implementation costs, fees and investment risk. It is not a forecast, a promise or a guarantee of any return, and actual combined results may differ materially from the objective.
No Combined Track Record: Equity Plus has not been traded as a combined product. The live, independently audited track record referred to on this page is that of the underlying Market Neutral Core Strategy only, which has traded live since October 2024. Any combined performance figures presented in product documents are hypothetical illustrations, are labelled as such and are not traded returns. Actual results would differ, possibly materially.
Not Financial Advice: The information on this page is for general informational purposes only and does not constitute financial advice or an offer of any financial product. Seek independent professional advice before making any investment decision.
Risk Considerations: All investments involve risk, including potential loss of capital. Equity Plus retains full equity market exposure at all times and will experience market drawdowns. Options-based strategies involve unique risks including leverage, margin requirements and time decay. Past performance is not a reliable indicator of future results.
The index in full, plus a live market-neutral overlay.
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