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 Highly Recommended, Recommended and Investment Grade. Negative ratings include Fund Watch, Redeem or Screened out.

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 ratings published on April 2025 for High Growth, Growth Plus, Growth, Conservative Growth, Conservative and Cash options are issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The ratings are 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 Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.

For further information regarding Lonsec’s Ratings methodology, please refer to our website at www.lonsec.com.au/our-research-process