Research Ratings

These reports are available only to financial advisers. If you would like a copy of these rating please contact our local distribution partner, Stephen Robertson at Winston Capital Partners. Request rating by clicking here.

ISDiversified: Research Ratings

Lonsec describes its ‘Recommended’ rating as follows:

The ‘Recommended’ rating indicted that Lonsec has strong conviction the financial product can generate risk-adjusted returns in line with relevant objectives. The financial product is considered an appropriate entry point to this asset class or strategy.

Zenith describes the Recommended rating as follows:

Overall, Zenith believes the Fund offers investors a relatively low cost way to gain exposure to a liquid and diversified portfolio of hedge fund strategies which is backed by a well resourced and pedigreed quantitative hedge fund capability.

Zenith believes the Fund offers investors an attractive multi-strategy investment solution, which is supported by a high quality team, with a long history in developing and managing quantitative alternative hedge fund strategies.

Lonsec Disclaimer
The Lonsec ratings for CFM ISTrends APIR Code PIM1966AU , APIR Code PIM8130 (30/07/2018) and CFM ISDiversified APIR Code PIM0034AU presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Capital Funds Management (CFM), and you should seek independent financial advice before investing in this product(s). The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.

For further information regarding Lonsec’s Ratings methodology, please refer to our website at:
http://www.lonsecresearch.com.au/research-solutions/our-ratings

Zenith Disclaimer
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned 08 Dec 2016) 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 futur 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

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CAPITAL FUND MANAGEMENT LLP (CFM)
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