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SQM Research Ratings Update - May 2018
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Free AGBA Investment Workshop
There will be an Association of Goal Based Advisers (AGBA) investment workshop this Thursday 21 June 2018 from 12.30 pm in Sydney.
For Advisers, this is an opportunity to meet and review in some detail, investment managers who believe they meet the requirements of goals based advice. These sessions are about reviewing the manager rather than just a ‘meet and greet.’ The managers to be covered include Pengana, Quay and Dalton Street Capital.
SQM Research's Louis Christopher will be on the panel questioning the managers. This event is free however you will need to book tickets to secure your attendance.
For more information click HERE.
Date: June 21st, 2018
Time: 12:30pm - 2:30pm
Location: Pengana Capital Boardroom,
Level 12, 167 Macquarie Street, Sydney, NSW, 2000
For more information please email info@goalsbased.com.au
Please see below for SQM Research's Market Benchmarks for May 2018
Please click here to enlarge
Please see below for SQM Research's Top 50 ETFs for May 2018
(Please note: In order to view individual ratings reports you must be subscribed to SQM Research Ratings research. To subscribe, click HERE)
For further information:
Rob da Silva
Head of Research
SQM Research
Tel: (02) 9220 4606
Email: rob@sqmresearch.com.au
Louis Christopher
Managing Director
SQM Research
Tel: (02) 9220 4666
Email: louis@sqmresearch.com.au
About SQM Research
SQM Research is an independent property advisory, ratings and forecasting research house which specialises in providing accurate property related advice, research and data 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 – Good. Consider for APL inclusion.
3.5 stars – Average. 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. Not suitable for APL inclusion.
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.
DISCLAIMER
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
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