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SQM Research Ratings Update - Tuesday 29th March, 2016
Property Valuations
Research Reports
Discounted/Distressed Properties
Funds Research
Ratings Table

To see the entire table of SQM Research's fund ratings, click HERE

(Please note: In order to view individual ratings reports you must be subscribed to SQM Research Ratings research. To subscribe, click HERE)

 


SQM Ratings Update

 
                 

SQM Research had a great turnout at our annual conference “An Afternoon of Property 2016”. This year’s conference was held in the stunning Heritage Ballroom at the Westin Hotel, Sydney.

This was our third time holding the event, an event in which we collaborate some of the best fund managers in each sector within property including REITs, infrastructure, commercial property, mortgage trusts and of course, direct property, to examine and scrutinize the current market as well as discussing what's in store for the future.

This enlightening afternoon is open to Financial Planners/Advisers, Fund Managers, Property Developers, Real Estate Agents and Professional Investors who wish to gain specific, up to date insight on a variety of property related sectors.

Below is a table of SQM's Best Performing Funds in 2015 and their star-ratings as provided by SQM Research:




SQM’s very own Managing Director Louis Christopher, Head of Research Robert da Silva, and Senior Investment Analyst Pamela Wightley headed our fund manager Q&A. Questions were answered by a representative of each Fund as specified below. Questions were also extended to our audience members.

Fund Representatives

FOLKESTONE MAXIM - Winston Sammut

RESOLUTION CAPITAL - Marco Colantonio

LA TROBE FINANCIAL - Chris Andrews

MAGELLAN - Gerald Stack

AUSTRALIAN UNITY - Chris Smith

Economic Outlook

The conference commenced with the financial wisdom of leading economist Stephen ‘the Kouk’ Koukoulas who kindly provided us with his 2016 economic forecast. 


The Kouk getting the day off to a great start.

Property Securities



The panel includes our MC Jerome Lander, Winston Sammut (Folkestone), Marco Colantonio (Resolution Capital), and SQM’s  Managing Director Louis Christopher.

Mortgage Trusts



La Trobe Financial's Chris Andrews and SQM’s Robert da Silva nicely covering the Mortgage Trusts sector.

Infrastructure



Gerald Stack from Magellan and Pamela Wightley from SQM Research.

Direct Property



Chris Smith from Australian Unity and SQM's Louis Christopher discussing how the Fund achieved its superior 4.75 Fund. 

Residential Property Outlook


SQM's Managing Director and Property Expert Louis Christopher finishing of the day with his residential outlook for 2016. 

If you couldn't make it to this year's event, not to worry, the event will be up and running again in 2017!

Once again we would like to take this time to acknowledge our great sponsors who helped make the day possible. This year’s sponsors included La Trobe Financial, Principal Global Investors and Magellan Asset Management.

If anyone did not attend the day and is interested in receiving a copy of the slides from the conference, or on hearing more about SQM's Adviser Package Offer please express your interest via email to Natalie via
Natalie@sqmresearch.com.au.
 


From the back left we have SQM’s CFO Raymond Christian, BDM Geoff Peoples, Managing Director Louis Christopher, Investment Analyst Moaz Mohib, Senior Investment Analyst Pamela Wightley and Office Administrator and Customer Service Officer Natalie Keech.

Future SQM Research Events

SQM Research will host its first breakfast seminar in May 2016. The seminar will be the first of many seminars conducted under SQM Research’s Ratings Committee. Our May seminar will be based on the committee’s most recent equities review. CPD points will be provided for this event.

Please watch this space for updates concerning future SQM Research events...  

To access ratings reports, please click
HERE

 
About SQM Research
 
SQM Research Pty Ltd is an independent investment ratings and forecasting research house covering all asset classes. SQM Research also supplies residential property data and property related reports and guidance to financial institutions, property developers and real estate investors.
 
For more information please visit
www.sqmresearch.com.au
 

Research Methodology


In general, the assessment approach adopted by SQM Research incorporates a combination of qualitative and quantitative research techniques to assess property investment products.
 
Information generated is passed through the SQM Research assessment model at the completion of the assessment process. The assessment model generates a product score, which correlates to a specific star rating (out of a maximum of five stars). Each star rating covers a scoring range, allowing products to be ranked within quarter star increments.
 
Following are descriptions for each of the star ratings, which have been developed as a guide for dealer group research teams and investment committees:

4.5 stars and above – Outstanding. Highly suitable for inclusion on APLs.
4 stars to 4.25 stars – Superior. Suitable for inclusion on most APLs.
3.75 stars – Favourable. Consider for APL inclusion.
3.5 stars – Acceptable. Consider for APL inclusion, subject to advice restrictions.
3.25 stars – Caution required. Not suitable for most APLs.
3 stars – Strong caution required. Not suitable for most APLs.
Below 3 stars – Avoid or redeem. Unapproved.
Hold – The rating is currently suspended until SQM Research receives further information. A rating is typically put on hold for a period of 2 days to 4 weeks.
Withdrawn – The rating is no longer applicable.
Significant issues have arisen, and investors should avoid or redeem units in the fund.

Copyright © 2016 SQM Research, All rights reserved.

Our mailing address is: GPO Box 3611, Sydney, NSW 2001, Australia



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