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2020 DIRECTINVEST offer the financial information for self directed investors to take control by researching and executing their own investment decisions. We provide free access to independent fund performance, ratings and fee data from Morningstar as well as independent ratings from Standard & Poor's. Below you will find an explanation about the star ratings from Morningstar and Standard & Poor's.
Morningstar Ratings
Morningstar Ratings are based on risk-adjusted return quantitative measure, in line with Morningstar's global ratings methodology.
© 2010 Morningstar, Inc. All rights reserved. Neither Morningstar nor its affiliates nor their content providers guarantee the above data or content to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd ABN 95 090 665 544, AFSL 240892 a subsidiary of Morningstar, Inc. and the information provided is without reference to your objectives, financial situation or needs. Refer to the Financial Services Guide for more information at www.morningstar.com.au/fsg.pdf, and read the Fund’s Product Disclosure Statement.
Standard & Poor's Ratings
A star rating by Standard & Poor's is forward-looking qualitative assessment of a manager's ability to consistently generate superior risk-adjusted fund returns, net of fees relative to relevant investment objectives and peers.
| Star rating |
Standard & Poor's Assessment
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Standard & Poor's has very high conviction that the manager will consistently generate risk-adjusted returns in excess of relevant investment objectives and relative to peers. |
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Standard & Poor's has high conviction that the manager will consistently generate risk-adjusted returns in excess of relevant investment objectives and relative to peers.
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Standard & Poor's has conviction that the manager can generate risk-adjusted returns in line with relevant investment objectives and relative to peers.
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Standard & Poor's has conviction that the manager will not generate risk-adjusted returns in line with relevant investment objectives and relative to peers.
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Standard & Poor's has high conviction that the manager will not generate risk-adjusted fund returns in line with relevant investment objectives and relative to peers.
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| On hold |
Issues potentially affecting the management of the fund have emerged, and the fund is temporarily suspended, pending clarification. |
| Sell |
A manager with significant issues that have the potential to adversely impact performance. Existing investors should consider obtaining advice regarding switching or redemption. |
© 2010 Standard & Poor’s Information Services (Australia) Pty Limited
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.standardandpoors.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. |
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