Fund Research and Ratings

SQM Research Rated #1 for Quality and Experience

Top 5 Rated Funds

Rank by
Rank Fund 1 yr 3 yr 5 yr return SQM Rating Size ($M)
1 DigitalX Bitcoin 101.6 23.2 3.50 15.2
2 Pengana High Conviction Equities B 67.5 14.1 4.00 53.1
3 Pengana High Conviction Equities 55.8 8.6 14.4 4.00 53.1
4 Loftus Peak Global Disruption 41.4 13.6 21.0 4.25 994.1
5 Loftus Peak Global Disruption Hedged 37.6 4.25 10.3

Source: SQM Research, as at: Jun 2024

Disclaimer for use of SQM ratings
The rating contained on this webpage is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

Fund Explorer

Free professional funds research screening and analysis tool comparing over 10,000 funds.

Advisor Package available with more powerful functionality and Rating Reports included.

Learn More

Access Free

Fund Rating Reports

Access to Rating Reports on over 100 large and boutique funds is included in your Advisor Package with the powerful Fund Explorer.

Sample Report

Get a Rating


"Louis and the team at SQM Research are people I can trust to deliver quality research reports on Australia’s managed funds. SQM Research has also been a sponsor for the Emerge Foundation for a number of years now."

Ian MacRitchie
Chairman of the Emerge Foundation,
IMR Financial Advisors

"We have been impressed by the calibre and the insights SQM has brought through its research on a number of our funds for many years now and can vouch for their professionalism."

Frank Casarotti
General Manager Distribution,
Magellan Funds Management Limited
SQM Research Membership

Sign up as a member to SQM Research and receive a weekly email with the latest news, information and updates.