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Awards

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In recognition of our investment expertise and capabilities in global manager research, we’ve been acknowledged by some of Australia’s, and the world’s most reputable researchers and industry experts.

 

1. The scores used by Chant West to derive the ratings are subjective scores that have been awarded based on data (including historical financial performance information) supplied by third parties. While such information is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such data. Past performance is not a reliable indicator of future performance. The Chant West rating does not constitute financial product advice. However to the extent that the information may be considered to be general financial product advice then Chant West warns that: (a) Chant West has not considered any individual's objectives, financial situation or particular needs; and (b) individuals need to consider whether the advice is appropriate in light of their goals, objectives and current situation.

2. The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 rating (assigned October 2010) presented in this document is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.

3. To the extent that any ratings, opinions or other information of Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor’s without taking into account any particular person’s financial or investment objectives, financial situation or needs.  Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients’ objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product.  Past performance is not a reliable indicator of future performance.  Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating.  For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor’s Financial Services Guide at www.assirt.com.au.  Each analytic product or service of Standard & Poor’s is based on information received by the analytic group responsible for such product or service.  “S&P” and “Standard & Poor’s” are trademarks of The McGraw-Hill Companies, Inc.
© 2010 Standard & Poor’s Information Services (Australia) Pty Limited