Fund Research and Ratings

SQM Research Rated #1 for Quality and Experience

Top 5 Rated Funds

Rank by
Sector
Rank Fund 1 yr 3 yr 5 yr return SQM Rating Size ($M)
1 DigitalX Bitcoin 97.3 12.5 3.50 15.2
2 BetaShares Crypto Innovators ETF 71.9 4.00 143.8
3 Loftus Peak Global Disruption 55.7 10.9 20.4 4.25 694.9
4 Pengana High Conviction Equities 51.4 8.7 13.6 4.00 40.3
5 Pengana High Conviction Equities B 50.6 9.5 4.00 40.3

Source: SQM Research, as at: Jan 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.

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