Investment option ratings
Cbus has contracted Chant West and Lonsec to provide independent reviews of our investment options.
Below is a summary of the ratings we have received as well as links to the supporting reports. Click on the ratings in the table to view the corresponding report.
| Research House | Rating(s) |
|---|---|
Chant West1 Accumulation Product Ratings |
Super Investment Rating Report (PDF) 5 Apples, Highest Quality Overall Investments
Covering the following options: Growth (MySuper) - 5 Apples, Highly Recommended High Growth - 5 Apples, Highly Recommended Growth Plus - 5 Apples, Highly Recommended Conservative Growth - 5 Apples, Highly Recommended Conservative - 5 Apples, Highly Recommended |
| Lonsec2 Accumulation Product Ratings |
Growth (MySuper) – Recommended (PDF) High Growth – Recommended (PDF) Growth Plus - Recommended (PDF) Indexed Diversified – Recommended (PDF) Conservative Growth - Recommended (PDF) |
Lonsec2 |
SIS Growth (MySuper) – Recommended (PDF) SIS High Growth – Recommended (PDF) SIS Growth Plus - Recommended (PDF) SIS Indexed Diversified – Recommended (PDF) SIS Conservative Growth - Recommended (PDF) |
Chant West
Chant West uses their knowledge and experience of funds to compare them in a way that’s fair and rigorous, and on an ‘apples with apples’ basis with 5 Apples being their highest grade.
5 Apples for the overall Rating refers to the Highest Quality Fund and 5 Apples – Highly Recommended for the investment options means that Chant West believes that the investment option has a very high probability of meeting its stated investment objectives and is likely to deliver strong peer-relative outcomes over the long-term. It also indicates the strategy scores highly across each of Chant West’s key areas of assessment.
Lonsec
The Recommended rating indicates that Lonsec has strong conviction the product can meet its investment objectives.
Lonsec adopts an investigative research approach, which evaluates a range of criteria including the investment process, people and resources, asset allocation, portfolio construction, risk management, investor focus and commitment. Lonsec’s experienced analysts spend a substantial amount of time with all stakeholders involved in the management of an investment product.
The six level ratings categorisation has three positive ratings including Recommended, and Investment Grade. Negative ratings include Fund Watch, Redeem or Screened out.
Quarterly investment updates
For previous issues of the quarterly investment update, please email fpsupport@cbussuper.com.au
Disclaimers
1The Zenith CW Pty Ltd ABN 20 639 121 403 AFSL 226872/AFS Rep No. 1280401 Chant West rating (assigned May 2025) is limited to General Advice only and has been prepared without considering your objectives or financial situation, including target markets where applicable. The rating is not a recommendation to purchase, sell or hold any product and is subject to change at any time without notice. You should seek independent advice and consider the PDS or offer document before making any investment decisions. Ratings have been assigned based on third party data. Liability is not accepted, whether direct or indirect, from use of the rating. Past performance is not an indication of future performance. Refer to www.chantwest.com.au for full ratings information and our FSG.
2 The report was published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec) on April 2026. Lonsec receives a fee from fund managers for the preparation of reports. Lonsec’s reports are prepared based on a Research Process that is consistently followed for different products. The information included in the report, including the rating, is general advice only.
An investor should be aware that:
a) the advice has been prepared without taking into account an investors’ objectives, financial situation or needs;
b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs before acting on the advice; and
c) an investor should obtain a Product Disclosure Statement (PDS) (if required) relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product.
The report, including the rating, is not a recommendation to purchase, sell or hold any product. Past performance is not a reliable indicator of future performance. Reports are prepared based on information available at the time of preparation and may be subject to change by Lonsec without notice. Visit lonsec.com.au for important documents including the Financial Services Guide and Conflicts of Interests Statement.
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