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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
CFS FC Pen-CFS Future Leaders 03 February 2012



Not Rated
$20000.00 -9.79% 16.94% -0.28% 2.03%
CFS FC Pen-Celeste Aus Small Co 03 February 2012



Not Rated
$20000.00 -9.44% 23.24% 1.13% 1.72%
CFS FC Pen-Realindex Aus Small Co 03 February 2012



Not Rated
$20000.00 -9.70% 17.32% N/A N/A
CFS FC Pen-CFS Global Emerging Mkts Sel 13 January 2012



Not Rated
$20000.00 -4.31% N/A N/A N/A
CFS FC Pen-Realindex Emerging Mkts 13 January 2012



Not Rated
$20000.00 N/A N/A N/A N/A
CFS FC Pen-Aspect Div Futures 06 December 2011



Not Rated
$20000.00 11.52% N/A N/A N/A
CFS FC Pen-CFS Aus Share L/S-Core 06 December 2011



On Hold
$20000.00 -3.18% 11.18% N/A N/A
MLC MKey Pens - MLC Capital International Glbl Shr 06 December 2011



Not Rated
$0.00 -9.16% -3.48% N/A N/A
MLC MKey Pens Horizon 7 - Accelerated Growth Port 12 November 2011



Not Rated
$0.00 -8.66% 10.28% N/A N/A
MLC MKey Pens Horizon 2 - Capital Stable Portfolio 11 November 2011



$0.00 2.71% 5.97% N/A N/A
MLC MKey Pens Horizon 3 - Conservative Growth Port 11 November 2011



$0.00 1.10% 7.88% N/A N/A
MLC MKey Pens Horizon 4 - Balanced Portfolio 11 November 2011



$0.00 -1.08% 8.81% N/A N/A
MLC MKey Pens Horizon 5 - Growth Portfolio 11 November 2011



$0.00 -3.08% 8.98% N/A N/A
MLC MKey Pens Horizon 6 - Share Portfolio 11 November 2011



$0.00 -5.13% 9.23% N/A N/A
BT Lifetime FP-BlackRock Balanced 11 November 2011



$25000.00 -1.53% 5.38% -0.28% 1.42%
Perpetual WFA-Perpetual Split Gr 14 October 2011



$20000.00 -4.21% 2.12% -5.40% 2.10%
BT Lifetime FP-BT Conservative Outlook 14 October 2011



Not Rated
$25000.00 3.76% 6.31% 1.74% 1.90%
BT Lifetime FP-BT Balanced Returns 14 October 2011



$25000.00 -0.43% 6.67% -1.05% 1.93%
BT Lifetime FP-BT Future Goals 14 October 2011



$25000.00 -3.47% 6.51% -3.14% 1.86%
BT Lifetime FP-BT Multi-Manager Growth 14 October 2011



$25000.00 -4.19% 8.78% -3.75% 2.38%
BT Lifetime FP-BT Multi-Manager Balanced 14 October 2011



$25000.00 -2.17% 9.00% -2.41% N/A
BT Lifetime FP-BT Multi-Manager Conservative 14 October 2011



$25000.00 2.38% 7.34% 1.12% 2.18%
CFS FC Pen-FirstChoice High Growth 14 October 2011



Not Rated
$20000.00 -6.48% 10.22% -4.11% 2.01%
CFS FC Pen-CFS Conservative 14 October 2011



$20000.00 0.36% 5.65% 2.27% 1.66%
CFS FC Pen-FirstChoice M-Index Cons 14 October 2011



Not Rated
$20000.00 3.34% 6.59% 1.89% 1.71%
CFS FC Pen-CFS Balanced 14 October 2011



$20000.00 -2.67% 4.88% -0.38% 1.80%
CFS FC Pen-CFS High Growth 14 October 2011



$20000.00 -8.03% 6.78% -3.78% 2.00%
CFS FC Pen-Perpetual Split Growth 14 October 2011



Not Rated
$20000.00 -4.04% 2.04% -5.41% 2.00%
CFS FC Pen-CFS Diversified 14 October 2011



$20000.00 -3.42% 6.37% -2.08% 1.90%
CFS FC Pen-GSachs Income Plus 14 October 2011



Not Rated
$20000.00 3.81% 6.96% 3.66% N/A
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