Ratings and awards

The Money Management Fund Manager of the Year Awards have been running for 32 years and are a hallmark for excellence in the Australian funds management industry.

This year Money Management adopted a new approach for their judging methodology of the awards. The judging consisted of three main stages (quantitative screening, qualitative evaluation and result collation), combining FE fundinfo's quantitative fund performance data over one and three years, with the expertise of their recognised research partners, Lonsec, Mercer, SQM Research and IOOF as an industry partner. The award partners had the flexibility to use their in-house methodologies and unique skills help to determine the final outcomes. It is important to note that IOOF was excluded from judging in the fund categories that included our own funds.

For more information about the methodology behind the awards visit https://fundmanagerawards.moneymanagement.com.au

Disclaimer

© 2021 FE Money Management. all rights reserved. the information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

5 FE Crowns

4 FE Crowns

For more information about the methodology behind the FE fundinfo’s Crown Fund Ratings visit https://www.moneymanagement.com.au/fe-crown-fund-ratings

Disclaimer

© 2021 FE. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by FE, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. FE shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE does not guarantee that a fund will perform in line with its FE Crown Fund Rating as it is a reflection of past performance only. Likewise, the FE Crown Fund Rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

Disclaimer

The rating issued for IOF0090AU-April 2020; IOF0091AU-April 2020; IOF0092AU-April 2020; IOF0093AU-April 2020; IOF0094AU-April 2020; IOF0095AU-April 2020; IOF0096AU-April 2020; IOF0097AU-April 2020; IOF0098AU-April 2020; UFM0051AU-April 2020; IOF0253AU-April 2020; IOF0254AU-April 2020; IOF0255AU-April 2020; IOF0232AU-April 2020; PIM0002AU-April 2020; AUX0021AU-April 2020 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

Disclaimer

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (January 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at www.zenithpartners.com.au/RegulatoryGuidelines