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Re-rated Funds


This is a key area to visit often to keep up to date with changes to fund ratings. Switch between funds re-rated by Standard & Poor's and Morningstar using the drop-down box below. Get notified of re-rated funds regularly by subscribing to our monthly electronic newsletter Investor Intelligence. It’s easy. Register now or login and go to My Profile and update your preferences.



Fund NameDate Re-ratedRating ChangeMinimum Investment1 yr3 yr5 yrMERPDS
NovaPort Smaller Companies 03 February 2012



$5000.00 -0.39% 22.01% 3.39% 2.00%
OC Premium Equity Fund 03 February 2012



Not Rated
$20000.00 -10.37% 23.30% -8.09% 1.72%
OC Dynamic Equity Fund 03 February 2012



Not Rated
$20000.00 -12.63% 24.61% -8.08% 1.72%
CFS FC Inv-CFS Future Leaders 03 February 2012



Not Rated
$5000.00 -11.00% 16.04% -0.96% 2.04%
CFS FC Inv-Celeste Aus Small Co 03 February 2012



Not Rated
$5000.00 -10.86% 21.24% -0.15% 1.70%
CFS FC Inv-Realindex Aus Small Co 03 February 2012



Not Rated
$5000.00 -11.42% 16.18% N/A N/A
BT Partner Australia Share Value 1 Retail 14 January 2012



Not Rated
$5000.00 -8.73% 5.72% -5.67% 1.95%
CFS FC Inv-CFS Global Emerging Mkts Sel 13 January 2012



Not Rated
$5000.00 -4.27% N/A N/A N/A
Hunter Hall Global Deep Green Trust 11 January 2012



On Hold
$5000.00 -13.31% 0.37% N/A N/A
Hunter Hall Australian Value Trust 11 January 2012



On Hold
$5000.00 -13.61% 19.65% -0.84% 2.13%
Hunter Hall Global Ethical Trust 11 January 2012



On Hold
$5000.00 -13.07% -0.23% -6.89% 2.01%
Hunter Hall Value Growth Trust 11 January 2012



On Hold
$5000.00 -12.49% 9.88% -2.48% 1.82%
MLC MKey InvSer/UT Capital In Glob Sh Fd 06 December 2011



Not Rated
$5000.00 -9.06% -3.57% -8.32% 2.14%
CFS FC Inv-CFS Aus Share L/S-Core 06 December 2011



On Hold
$5000.00 -4.03% 9.91% N/A N/A
CFS FC Inv-Aspect Div Futures 06 December 2011



Not Rated
$5000.00 11.57% N/A N/A N/A
DDH Global Fixed Interest Alpha Fund 06 December 2011



Not Rated
$2000.00 -6.14% 1.63% 5.30% 1.50%
BlackRock P Inv Balanced Fund 11 November 2011



$5000.00 -0.90% 5.74% -0.12% 1.40%
MLC MKey InvSer/UT Horizon 4 - Balanced 11 November 2011



$5000.00 -2.24% 8.41% -1.51% 1.89%
BlackRock Balanced Fund 11 November 2011



$1000.00 -1.45% 5.13% -0.70% 1.95%
MLC MKey InvSer/UT Horizon 2 - Income 11 November 2011



$5000.00 3.42% 6.61% 1.24% 1.76%
MLC MKey InvSer/UT Horizon 5 - Growth 11 November 2011



$5000.00 -4.42% 8.37% -3.20% 1.92%
MLC MKey InvSer/UT Horizon 6 - Share 11 November 2011



$5000.00 -6.40% 8.61% -4.61% 1.95%
MLC MKey InvSer/UT Horizon 3-Cons Gr 11 November 2011



$5000.00 0.16% 7.57% 0.29% 1.86%
MLC MKey InvSer/UT Horizon 7 - Acc Grth 11 November 2011



$5000.00 -9.74% 9.74% -7.88% 2.14%
BT Multi-Manager Balanced Retail 14 October 2011



$5000.00 -2.16% 9.09% -2.45% 1.90%
BT Multi-Manager Conservative Retail 14 October 2011



$5000.00 2.74% 7.65% 1.30% 1.79%
BT Multi-Manager High Growth Retail 14 October 2011



$5000.00 -6.12% 8.42% -4.73% 2.15%
BT Multi-Manager Growth Retail 14 October 2011



$5000.00 -4.14% 8.99% -3.70% 2.00%
CFS FC Inv-CFS Conservative 14 October 2011



$5000.00 0.13% 5.41% 1.99% 1.66%
CFS FC Inv-CFS Balanced 14 October 2011



$5000.00 -3.11% 4.47% -0.77% 1.81%
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