Copy


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

To subscribe at an affordable price and reveal rating reports  Click HERE.

For more information, Visit us today!

By Louis Christopher
Managing Director

SQM Research - Recently Rated Published Rating Reports

May 2024

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

May 2024

SQM Research - Top 50 ETFs Ranked by 1-Year Total Return

May 2024

SQM Research - Market Benchmarks

May 2024

SQM Research - Discontinued or Not Renewed

May 2024

Take action!


If you have liked what you’ve read, there are a couple of things you might like to do:
   
Encourage your friends to sign up for the newsletter here (no obligation, free, no credit card details required):  
 
https://sqmresearch.com.au/funds/newsletter.php
 
Check out our archives for more reading material of interest:
 

https://sqmresearch.com.au/funds/newsletterarchive.php.

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

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Withdrawn - Rating no longer applies.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.