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SQM Research Newsletter and Ratings Update - December 2023

Our Research Service provides Quantitative Analysis for over 10,000 Funds, and more in-depth Fund Research & Ratings on a large number of Funds/Strategies

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In the spirit of the season, we extend warm wishes to you and your family for a joyous Christmas and a prosperous New Year!

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In the following section we have blurred the ratings

In order to review the ratings and our rating reports you must be subscribed to SQM Research Ratings research.

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Matt Hattersley - Head of Dealer Group Engagement, SQM Research
Tel: 0414 847 511
Email: matthew@sqmresearch.com.au

SQM Research - Recently Rated Published Rating Reports  
November - December 2023



 

SQM Research - Top 5 Rated Funds Ranked by 1 Year Total Return
November 2023

SQM Research - Top 50 ETFs Ranked by 1-Year Total Return
November 2023
SQM Research - Market Benchmarks
November 2023




 
SQM Research - Discontinued or Not Renewed
November 2023
For further information:

Louis Christopher - Managing Director, SQM Research
Tel: (02) 9220 4666
Email: louis@sqmresearch.com.au

Matt Hattersley - Head of Dealer Group Engagement, SQM Research
Tel: 0414 847 511
Email: matthew@sqmresearch.com.au

Peter Evans - Account Manager, SQM Research
Tel: (02) 9220 4667
Email: peter@sqmresearch.com.au

Paul Saliba - Sector Head of Equities & Fixed Income Fund Research, SQM Research
Tel: (02) 9220 4606
Email: paul@sqmresearch.com.au

Chetan Trehan - Sector Head of Real Assets, Alternatives, and Multi-Asset Funds/SMAs, SQM Research
Tel: (02) 9220 4607
Email: chetan@sqmresearch.com.au


 
About SQM Research
SQM Research is an investment research house that specialises in providing fund ratings, fund research, investment and property data to financial institutions professionals and investors.
For more information please visit www.sqmresearch.com.au
 
Research Methodology
Please see below for descriptions of each star rating, whose purpose is to act as a guide for dealer group research teams and investment committee:
4.5 stars and above - Outstanding. Highly suitable for inclusion on APLs.
4.25 stars - Superior. Suitable for inclusion on most APLs.
4 stars - Superior. Suitable for inclusion on most APLs.
3.75 stars - Favourable. Consider for APL inclusion.
3.5 stars - Acceptable. Consider for APL inclusion.
3.25 stars - Caution required. Not suitable for APLs.
3 stars - Strong caution required. Not suitable for APLs.
Below 3 stars – Avoid or redeem. Not suitable for APLs.
Hold - Rating is suspended until SQM Research receives further information.
Withdrawn - Rating no longer applies.

* The definitions above are not all-encompassing. Not all individual items mentioned will necessarily be relevant to the rated Fund. Users should read the current a comprehensive assessment.
Disclaimer
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. 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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