Logo Disclosure
SuperRatings Ratings and Logos
Ratings and logos are published by SuperRatings Pty Ltd ABN: 95 100 192 283 (SuperRatings), a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445, a wholly owned subsidiary of Lonsec Holdings Pty Ltd ABN: 41 151 235 406 (Lonsec Group). Generation Development Group Limited ABN: 90 087 334 370 is the parent company of Lonsec Group. 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 and/or logo is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings and logos are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings uses objective criteria and receives a fee for publishing ratings and logos. Except for any liability which cannot be excluded, no representation, warranty or undertaking, express or implied is made and no responsibility or liability is accepted by SuperRatings, its directors, officers, employees and agents for any error or inaccuracy, misstatement or omission from this document or any loss or damage suffered by the recipient or any other person as a consequence of relying upon it. Visit superratings.com.au for ratings information and to access the full report. ©2024 SuperRatings. All rights reserved.
Lonsec Research Ratings
Ratings are published by Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL 421 445 (Lonsec Research) a wholly owned subsidiary of Lonsec Holdings Pty Ltd ABN: 41 151 235 406 (Lonsec Group). Generation Development Group Limited ABN: 90 087 334 370 is the parent company of Lonsec Group. Ratings are general advice only and have been prepared without taking into account investors’ 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 Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Except for any liability which cannot be excluded, no representation, warranty or undertaking, express or implied is made and no responsibility or liability is accepted by Lonsec Research, its directors, officers, employees and agents for any error or inaccuracy, misstatement or omission from this document or any loss or damage suffered by the recipient or any other person as a consequence of relying upon it. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.
Lonsec Research 5-Year Logos
The Logos are issued by Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL 421 445 (Lonsec Research) for use in Australia only (Logo). Logos are general advice only and have been prepared without taking into account an investors objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The Logo is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Logos 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. Logos are provided only to Fund Managers participating in Lonsec Research Logo Program. Except for any liability which cannot be excluded, no representation, warranty or undertaking, express or implied is made and no responsibility or liability is accepted by Lonsec Research, its directors, officers, employees and agents for any error or inaccuracy, misstatement or omission from this document or any loss or damage suffered by the recipient or any other person as a consequence of relying upon it. Please refer to our Financial Services Guide for more information. ©2024 Lonsec Research. All rights reserved.
Logo Description
- Platinum: The fund has received a Highly Recommended Lonsec Rating over the past 5 consecutive rating periods.
- Gold: The fund has received a combination of Highly Recommended and Recommended Lonsec Ratings over the past 5 consecutive rating periods.
- Silver: The fund has received a Recommended Lonsec Rating over the past 5 consecutive rating periods.
Logo Validity
Logos are valid for a 12-month period from the date issued.
Eligibility Criteria
Lonsec Research receives a fee from Fund Managers to participate in the Lonsec Research Logo Program. Logos displayed on iRate are based on the relevant fund’s ratings over the previous 5 rating periods. Other funds may meet the criteria to receive the Logo but have opted not to participate in the Lonsec Research Logo Program.
Important Notice
For the avoidance of doubt, Logos are not intended for any person outside of Australia.
Lonsec Research Awards issued by Momentum Media Group
Lonsec Research Pty Ltd (ABN 11 151 658 561 AFSL 421445) (Lonsec) are acting as a research partner for the Fund Manager of the Year Awards (Awards) issued by Momentum Media Group Pty Ltd on 13 June 2024. The Awards are determined using Lonsec proprietary methodologies, are solely statements of opinion, subjective in nature and must not be used as the sole basis for investment decisions. The Awards do not represent recommendations to purchase, hold or sell any products or make any other investment decisions. Investors must seek independent financial advice before making any investment decision and must consider the appropriateness of the information, having regard to their objectives, financial situation, and needs. Past performance is not an indication of future performance. Awards are current for 12 months from the date awarded and are subject to change at any time. Lonsec does not represent these Awards to be guarantees nor should they be viewed as an assessment of a fund or the funds’ underlying securities’ creditworthiness. Lonsec receives a fee from the financial product issuer(s) for researching the financial product(s), using objective criteria. Lonsec rating(s) outcome is not linked to the fee or the Award. Lonsec and its associates do not receive any other compensation or material benefits from product issuers or third parties in connection with the Award. Lonsec makes no representation, warranty or undertaking in relation to the accuracy or completeness of the Awards. Lonsec assumes no obligation to update the Awards after publication. The Award is for the exclusive use of the client for whom it is presented and should not be used or relied upon by any other person unless with express permission from Lonsec. Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from, this document and any Award or any loss or damage suffered by the reader or any other person as a consequence of relying upon it. ©Lonsec 2024. All rights reserved.