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NRMSIDAPIR/ARSNProduct NameRatingAsset ClassSectorRawSectorComm. DtICRICR DateSizeStatusInvest. StructureManager NameResponsible EntityRating DateReturn 1m(%)Return 3m(%)Return 6m(%)Return 1y(%)Return 3y(%)Return 5y(%)Return 10y(%)InceptionPerformance DateEntry PriceExit PricePrice DateInvestor SizeMgt FeeEntry FeeExit FeeMin. InvestmentMin. BalanceAEQIEQFIALTPROCSHOTHAsset Alloc. Dt.PhilosophyInvest StrategySwitching FeeProspectus IndexPrimary IndexDefaultDistribution FrequencyASRNProvider AddressCitySuburbPostcodeCustodian Comp. NameNo of HoldingsLeveragedPricing FreqPerformance FeeTurnover Ratio% in top 10 HoldingsRatingReports ( print selected)
1,051.0000F0AUS05FE5AUS0112AUAUI Healthcare Property Trust WPropertyAUCA000046Unlisted and Direct Property14 Feb 20021.090030 Jun 2018$1,079,710,172openOpen endAustralian Unity Funds Management LtdAustralian Unity Funds Management Ltd01 Jan 19701.09342.92354.79008.905614.256312.90889.282211.838431 Jan 20191.81851.756731 Jan 20190.89000.00000.00005,000.00005.16160.00000.00000.000088.23856.59990.000031 Jan 2019The fund invests in a diversified portfolio of healthcare property and related assets, including direct property, unlisted managed funds, Listed REITs, property syndicates or companies that mainly hold healthcare property.The Fund may also invest in similar international healthcare related assets in countries with healthcare systems and property markets with key attributes similar to Australia.0.0000F00000ZGH1XIUSA04GAQQuarterly92,755,318.0000Level 14,114 Albert RoadMelbourneVIC3,205.0000Perpetual Nominees LimitedfalseDaily0.00002.01105.76304.75804.01905.00Australian_Unity_Healthcare_Property_Trust_-_Wholesale_Units_2018.pdf20.0000  
5,933.0000F0AUS07330WHT0015AUResolution Capital Global Property SecsPropertyAUCA000023Equity Global Real Estate30 Sep 20081.550030 Jun 2018$1,024,595,900openOpen endResolution Capital LimitedPinnacle Fund Services Limited31 Jan 201910.72987.75963.45826.42379.516611.106416.069410.455831 Jan 20191.69411.687331 Jan 20190.80000.00000.000025,000.00003.21300.00000.00000.00000.00006.881089.906031 Jan 2019To achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis.The Fund primarily invests in global listed REITs and real estate securities that derive most of their returns from rental income. The Fund's investments provide exposure to a range of underlying real estate from around the world including office buildings, shopping centres, industrial warehouses, residential communities, hotels and healthcare facilities. The Fund may also have exposure to companies which undertake activities such as real estate development, real estate construction contracting and real estate funds management activities.0.0000FOUSA09LZKFOUSA09LZJSemi-Annually128,122,118.0000Level 38,264-278 George StreetSydneyNSW2,000.0000RBC Investor Services Trust Limited48.0000falseDaily20.000055.610040.603015.813011.243011.669014.83604.50Resolution_Capital_Global_Property_Securities_Fund_2018.pdf7.0000  
6,040.0000F00000ORSEETL0273AUAllan Gray Australia StableMulti-AssetAUCA000041Multisector Moderate01 Jul 20111.420030 Jun 2018$317,000,000openOpen endAllan Gray Australia Pty LtdEquity Trustees Ltd31 Jan 20191.97560.55570.28651.48348.16066.08006.709031 Jan 20191.18961.187231 Jan 20190.26000.000010,000.000028.77830.00000.00000.00000.000071.22020.000031 Dec 2018The fund aims to provide a long-term return that exceeds the Benchmark, with less volatility than the Australian sharemarket.The Fund's default position will be investments in cash and money market instrument issued by, or with, entities that have at least an investment grade credit rating issued by Standard & Poor's or Moody's, such as Australian banks. The only time the Fund will not invest in such cash and money market instruments is if Allan Gray identifies an investment opportunity that offers long-term value. Such investments can only comprise up to 50% of the Fund's net asset value at any one time.0.0000FOUSA07E7EXIUSA04GIZQuarterly149,681,774.0000Level 2 Challis House,4 Martin PlaceSydneyNSW2,000.0000Citibank13.0000falseDaily18.77963.93703.67803.62104.50Allan_Gray_Australia_Stable_Fund_2018.pdf71.0000  
6,136.0000F00000W8J3MPL0008AUMBA Global Listed Infrastructure-HedgePropertyAUCA000050Infrastructure - Global14 Jul 20151.000030 Jun 2018$228,828,830openOpen endMaple-Brown Abbott LimitedMaple-Brown Abbott Limited31 Jan 20197.61153.51730.74672.11238.33756.859431 Jan 20191.08031.075931 Jan 20191.00000.000020,000.00000.000096.29930.00000.00000.00003.70070.000031 Jan 2019The Fund aims to outperform the benchmark over rolling 5 year periods. An accumulation index, maintained daily by us, comprised of the OECD Total Inflation Index plus 5.5% per annum.The fund is an actively managed global listed infrastructure securities portfolio with a focus on regulated, contracted and concession assets or networks that provide essential services. These infrastructure assets typically deliver lower volatility and higher earnings stability as well as higher inflation protection compared with broader global equities. We will substantially hedge all of the Fund's currency exposure back to Australian dollars.0.0000F00000ZF87FOUSA08PEDQuarterly164,901,982.0000Level 31,259 George StreetSydneyNSW2,000.00002.0000falseDaily99.580010.62108.48804.50Maple-Brown_Abbott_Global_Listed_Infrastructure_Fund_2018.pdf2.0000  
6,873.0000F00000WL1BCIM0006AUCapital Group New Perspective (AU)International EquitiesAUCA000027Equity World Large Blend20 Nov 20150.950030 Jun 2018$289,425,184openOpen endCapital International IncCapital Group Investment Mgmt Ltd31 Jan 20194.70150.4861-3.16804.955011.55218.023631 Jan 20191.25991.259931 Jan 20190.95000.000025,000.00000.00000.00000.00000.00000.00000.005399.994730 Apr 2017To achieve long-term capital growth by seeking to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships. Future income is a secondary objective.To provide long-term investment results exceeding those of the Benchmark.0.0000F00000ZPQRXIUSA04GWCNone608,698,746.000025, Bedford Street,London WC2E 9 HNJP Morgan Chase Bank (Australia)295.0000falseDaily18.707211.822010.58704.50Capital_Group_New_Perspective_Fund_AU_2018.pdf67.0000  
7,361.0000F0AUS072ABETL0060AUAllan Gray Australia Equity AAustralian EquitiesAUCA000017Equity Australia Mid/Small Value01 Jan 20062.160030 Jun 2018$1,669,000,000openOpen endAllan Gray Australia Pty LtdEquity Trustees Ltd31 Jan 20195.8873-0.4769-3.4464-1.457918.672010.341114.30788.531231 Jan 20191.63431.627731 Jan 20190.77000.00000.000010,000.000099.32200.00000.00000.00000.00000.67730.000031 Dec 2018The fund seeks long-term returns that are higher than the Benchmark.The Fund employs the Allan Gray investment philosophy to search for ASX investments based on defined investment restrictions.0.0000XIUSA04GASXIUSA04GARAnnually117,746,666.0000Level 2 Challis House,4 Martin PlaceSydneyNSW2,000.0000Citibank Australia27.0000falseDaily20.000025.500060.910612.967011.171012.414015.39904.50Allan_Gray_Australia_Equity_Fund_2018.pdf72.0000  
8,210.0000F00000X6XMBFL0020AUQuay Global Real Estate-Daily SeriesPropertyAUCA000023Equity Global Real Estate29 Jan 20162.140030 Jun 2018$114,330,031openOpen endQuay Global Investors Pty LtdBennelong Funds Management Ltd31 Jan 20196.92044.61656.054919.97458.65718.638631 Jan 20191.18381.177331 Jan 20190.82000.000020,000.00004.49950.00000.00000.00000.00005.826889.673731 Jan 2019To generate a real total return of at least 5% above CPI per annum over a 5+ year investment horizon. The return objective is before fees and costs.Investments will be limited to listed real estate securities of entities on stock exchanges from around the world, where the majority of income is derived from leases, rent and other real estate related income. The Fund may also use exchange traded derivatives for non-currency hedging purposes or to gain exposure to investment markets where the underlying economic exposure is consistent with the Investment Objective of the Fund.0.0000F00000V356FOUSA09LZJSemi-Annually610,224,381.0000Bennelong House Level 2,9 Queen StreetMelbourneVIC3,000.0000RBC Investor & Treasury Services27.0000falseDaily15.380041.199611.191011.23504.50Quay_Global_Real_Estate_Fund_2019.pdf93.0000  
60.0000F00000YGKJCIM8680AUCapital Group New World (AU)International EquitiesAUCA000008Equity Emerging Markets19 Jan 20171.180030 Jun 2018$1,299,843openOpen endCapital International IncCapital Group Investment Mgmt Ltd01 Jan 19704.49223.9595-3.1277-1.284711.108531 Jan 20191.22311.223131 Jan 20191.18000.000025,000.00000.747590.65290.00000.00000.00008.60070.000031 Jan 2019To achieve long-term capital appreciation.To provide long-term investment results exceeding those of the Benchmarks.0.0000F00000SG8UXIUSA04GW0None25, Bedford Street,London WC2E 9 HN482.0000falseDaily13.46418.25804.25Capital_Group_New_World_Fund_AU_2018.pdf147.0000  
300.0000F000003ZBZFRT0011AUFranklin Templeton Multisector Bond WFixed IncomeAUCA000053Multi-Strategy Income04 Aug 20090.930030 Jun 2018$411,535,155openOpen endFranklin Templeton Investments Aus LtdFranklin Templeton Investments Aus Ltd31 Jan 20192.97433.04641.64900.76274.39362.82397.672631 Jan 20191.14251.142531 Jan 20190.93000.000025,000.00000.00000.000090.76900.00000.00009.23100.000031 Jan 2019The investment objective of the Fund is to maximise total investment return, consisting of a combination of interest income, capital appreciation and currency gains by investing in fixed income securities and debt obligations worldwide.The Fund invests primarily in global fixed and floating-rate debt instruments and debt obligations (including convertible bonds) of governments, government-related or corporate issuers worldwide and various currencies worldwide.0.0000F00000U52FFOUSA06MATQuarterly137,298,714.0000Level 19,101 Collins StreetMelbourneVIC3,000.0000JP Morgan Chase Bank (Australia)115.0000falseDaily59.270041.36068.78606.65706.36404.25Franklin_Templeton-Franklin_Templeton_Multisector_Bond_Fund.pdf24.0000  
3,181.0000F0AUS05DCNZUR0064AUZurich Investments Aus Property SecsPropertyAUCA000022Equity Australia Real Estate28 Feb 20000.810030 Jun 2018$227,829,534openOpen endRenaissance Property Securities Pty LtdZurich Investment Management Limited31 Jan 20195.49545.74813.000910.26209.421513.326814.57378.083231 Jan 20191.27821.270631 Jan 20190.81000.00000.00005,000.000089.22860.00000.00000.00000.00003.30337.468031 Dec 2018To provide investors with an income stream and capital growth over the medium to long term. The Fund aims to outperform the S&P/ASX 300 AREIT Accumulation Index over a period of five years.The Fund invests in a range of listed property securities, spread primarily across retail, commercial, industrial and residential property sectors.0.0000XIUSA04GATXIUSA04GATNone89,663,025.00005 Blue StreetSydneyNSW2,060.0000JP Morgan Chase Bank (Australia)32.0000falseDaily14.850084.43959.570010.966010.966014.24904.25Zurich_Investments_Australian_Property_Securities_Fund.pdf157.0000  
3,400.0000F00000QSZWMST0002AUMason Stevens CreditFixed IncomeAUCA000053Multi-Strategy Income31 May 20130.950030 Jun 2018$123,557,134openOpen endMason Stevens Asset Mgmt Pty LtdMason Stevens Limited31 Jan 20191.11850.07030.70140.42284.48525.75855.852131 Jan 20191.01241.002431 Jan 20190.64000.000025,000.00000.00000.000096.11030.00000.00003.88970.000031 Dec 2018The Fund seeks to generate returns in excess of the RBA Cash Rate ("Benchmark") by 2.5% per annum after fees and expenses over a period of 3 - 5 years. The Fund seeks to do this by investing in fixed income securities that are expected to deliver income and yield.The Fund will typically invest in interest rate securities such as Corporate Debt, Hybrid Securities and Structured Debt Securities including Residential Mortgage Backed Securities (RMBS) and Asset Backed Securities (ABS).0.0000FOUSA07E7EFOUSA06MATQuarterly162,055,512.0000Level 18 1 Macquarie Place Sydney NSW 2000falseMonthly0.00001.95501.75101.96504.25Mason_Stevens_Credit_Fund_-_Dec_2018.pdf169.0000  
4,079.0000F0AUS05W0BRFA0051AUPendal Global Property SecuritiesPropertyAUCA000023Equity Global Real Estate26 Jul 20040.950030 Jun 2018$126,563,802openOpen endNatixis Investment Managers Australia Pty LimitedPendal Fund Services Limited31 Jan 20199.85977.01983.16767.22638.02459.174815.03229.163431 Jan 20190.93390.931531 Jan 20190.95000.00000.000025,000.00000.00000.00000.00000.00000.00005.634394.365731 Jan 2019The Fund aims to provide a return (before fees, costs and taxes) that exceeds the return from the FTSE EPRA/NAREIT Developed ex Australia hedged in AUD Net TRI over the medium to long term.This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of international listed property securities and are prepared to accept higher variability of returns. The Fund invests primarily in listed property securities in North American, European and Asian (ex Australia) markets.0.0000FOUSA09LW9FOUSA09LZJSemi-Annually108,227,005.0000Level 14, The Chifley Tower, 2 Chifley Square,Sydney NSW 2000SydneyNSW2,000.0000J.P. Morgan Nominees Pty Limited109.0000falseDaily25.040027.887915.733011.245011.667015.47904.25Pendal_Global_Property_Securities_Fund_2018.pdf120.0000  
5,000.0000F00000TEC3ETL0388AUWilliam Blair Global LeadersInternational EquitiesAUCA000028Equity World Large Growth09 Dec 20130.999030 Jun 2015$3,807,100openOpen endWilliam Blair Investment Management, LLCEquity Trustees Ltd31 Jan 20195.99781.9547-5.99572.696811.524412.189412.348731 Jan 20191.82031.820331 Jan 20191.00000.0000500,000.00000.00000.00000.00000.00000.00000.00000.000030 Jun 2018The William Blair Global Growth Fund seeks long-term capital appreciation measured in US$. The Global Growth Fund invests at least 80% of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by companies of all sizes worldwide, that the Investment Manager believes have above-average growth, profitability and quality characteristics. The Global Growth Fund is measured against the MSCI All Country World (IMI) Index (net) as its primary index and the MSCI All Country World Index-Growth as a secondary index.0.0000F00000XRG2XIUSA04GWCAnnually166,588,549.0000The William Blair Building,150 North Riverside PlazaChicagoIL60,606.0000Citigroup Pty Ltd1.0000falseDaily100.000016.644013.004012.58704.25William_Blair_Global_Leaders_2018.pdf74.0000  
5,750.0000F00000S3EPETL0381AURobeco Emerging Conservative Equity AUDInternational EquitiesAUCA000008Equity Emerging Markets04 Oct 20130.960030 Jun 2018$181,043,973openOpen endRobeco Hong Kong LtdEquity Trustees Ltd31 Jan 20194.45975.85222.27161.810311.43888.85229.141131 Jan 20191.45471.445231 Jan 20190.90000.000010,000.00000.000098.60000.00000.00000.00001.40000.000031 Dec 2018The Fund aims to achieve capital growth equal to, or greater than the Benchmark with lower volatility over the long term by investing globally in listed securities of companies having their registered office or exercising a preponderant part of their economic activities in emerging countries through the Underlying Fund.The investment strategy of the Underlying Fund seeks to capture the low risk anomaly. Analysis by Robeco has shown that low-risk stocks (in terms of volatility and beta) are able to generate returns equal to, or greater than, the market with lower associated risks. The beta of a stock or portfolio is a number describing the correlated volatility of an asset in relation to the volatility of the benchmark that the asset is being compared to.0.0000XIUSA04GW0XIUSA04GW0Semi-Annually165,582,543.0000Room 2707, 27/F Man Yee Building,68 Des Voeux Road Central, CentralHong Kong251.0000falseDaily16.85699.43208.04708.30304.25Robeco_Emerging_Conservative_Equity_Fund_2018.pdf107.0000  
5,881.0000F0AUS0639UCOL0001AUCharter Hall Maxim Property SecuritiesPropertyAUCA000022Equity Australia Real Estate17 Oct 20050.950030 Jun 2018$89,908,130openOpen endFolkestone Maxim Asset ManagementOne Managed Investment Funds Limited31 Jan 20193.47975.56935.551710.575611.236815.094314.11395.326931 Jan 20190.94320.938431 Jan 20190.95000.00000.00005,000.000097.58000.00000.00000.00000.00002.42000.000031 Jan 2019The aim is to outperform the S&P/ASX 300 A-REIT Accumulation Index by 1.5% p.a. over rolling 3 year periods whilst also aiming to achieve a balance between growth in the value of your Units as well as income from your investment.Folkestone Maxim utilises a disciplined investment process combining in-depth fundamental research with disciplined portfolio construction and risk controls to add consistent value over time. The basic premise of Folkestone Maxim's investment philosophy is that there is a close relationship between the real estate market cycle and the economic cycle.0.0000XIUSA04GATXIUSA04GATQuarterly116,193,563.0000Level 10,60 Carrington StreetSydneyNSW2,000.0000ANZ Custodian Services21.0000falseDaily72.86277.36609.62809.868013.06504.25Folkestone_Maxim_A-REIT_Securities_Fund_2018.pdf42.0000  
5,932.0000F0AUS07332TGP0016AURARE Infrastructure IncomePropertyAUCA000050Infrastructure - Global09 Jul 20081.025030 Jun 2018$3,498,485openOpen endRARE Infrastructure LimitedLegg Mason Asset Management Ltd (AU)31 Jan 20198.08879.14196.310511.424211.56629.330811.667811.178631 Jan 20191.31551.310931 Jan 20191.02500.00000.000020,000.000015.940079.70000.00000.00000.00004.36000.000031 Jan 2019To provide investors with regular and stable income, comprised of dividends, distributions and interest received plus capital growth from a portfolio of global infrastructure securities while hedging the Fund's currency exposure back to Australian Dollars.The Fund will hold a diverse range of global infrastructure securities across a number of infrastructure sub-sectors such as gas, electricity and water utilities, toll-roads, airports, rail and communication infrastructure and across geographic regions.0.0000F00000ZF86FOUSA08PEDQuarterly132,182,631.0000Level 47,120 Collins StreetMelbourneVIC3,000.000032.0000falseDaily28.200046.783211.747010.235010.10609.34104.25RARE_Infrastructure_Income__Fund_2018.pdf122.0000  
6,162.0000F00000YP3SUBS2393AUUBS Global High Conviction FundInternational EquitiesAUCA000027Equity World Large Blend01 Mar 20171.100030 Jun 2018$81,978,360openOpen endUBS Asset Management (Australia) LtdUBS Asset Management (Australia) Ltd01 Jan 197010.7315-1.7248-8.7389-9.35894.034631 Jan 20191.04111.037031 Jan 20191.10000.000020,000.00000.000098.45510.00000.00000.00001.54500.000031 Jan 2019The Fund aims to provide a total return consisting of capital growth and income that outperforms (after management costs) the MSCI World ex Australia (net dividends reinvested) (AUD hedged) Index when measured over rolling three year periods.The Fund is an actively managed fund investing in a concentrated portfolio of 30 to 45 global equities across a range of geographic regions and economic sectors. It seeks to be fully hedged to Australian dollars.0.0000F00000Q6UQXIUSA04GWCAnnually617,374,795.0000Level 16, Chifley Tower, 2 Chifley SquareSydneyNSW2,000.000041.0000falseDaily36.171718.77004.25UBS_Global_High_Conviction_Fund_2018.pdf146.0000  
6,319.0000F0AUS06QYJLTC0002AULa Trobe Financial 12 Month Term AccountFixed IncomeAUCA000052Mortgages Aggressive01 Oct 20021.470030 Jun 2018$1,874,492,944openOpen endLa Trobe Financial Asset Management LimitedLa Trobe Financial Asset Management Limited01 Jan 19700.43331.30562.62835.32575.32575.54446.48346.881831 Jan 20191.00001.000031 Jan 20191.47000.00000.000010.00000.00000.000098.34190.00000.00001.65810.000031 Jan 201912 Month Term Account aims to provide Investors with a reasonably stable and predictable income based on a monthly variable rate of return, investing in a wide range of loans secured by a mortgage in a range of industry sectors, with geographic diversification across Australia.12 Month Term Account is invested almost entirely in mortgages, with the exception of small cash holdings held to meet cash requirements. 12 Month Term Account aims to hold mortgages in a range of security types, with geographic diversification across Australia.0.0000F00000US62FOUSA06MASMonthly88,178,321.0000Level 25,333 Collins StreetMelbourneVic3,000.0000La Trobe Capital & Mortgage Corp LtdfalseMonthly0.00000.00000.00000.10100.29004.25La_Trobe_Australian_Credit_Fund_–_12_Mth_Term_Account_2018.pdf62.0000  
6,993.0000F00000VHG7GTU0109AUInvesco WS Global Targeted Returns AAlternativesAUCA000067Alternative Strategies - Diversified27 Feb 20150.930030 Jun 2018$1,854,705,845openOpen endInvesco Australia LimitedInvesco Australia Limited01 Jan 19700.61420.8173-3.0656-3.15851.58341.640531 Jan 20191.00520.999231 Jan 20190.93000.000020,000.00000.00000.00000.00000.00000.00000.720099.280031 Jan 2019The Invesco Wholesale Global Targeted Returns Fund aims to achieve a positive total return in all market conditions, targeting a gross return of 5% p.a. above the Bloomberg Ausbond Bank Bill Index with less than half the volatility of global equities (referencing the MSCI World Index) over rolling three-year periods.The Fund invests in the Underlying Fund, and aims to be as close to fully invested as practical at all times. The Underlying Fund seeks to achieve its objective by combining a number of individual investment ideas in a risk-managed portfolio.0.0000FOUSA06MASFOUSA07E9JAnnually603,987,015.0000Level 26,333 Collins StreetMelbourneVIC3,000.0000JP Morgan Chase Bank (Australia)1,431.0000falseDaily47.91593.33703.57204.25Invesco_Wholesale_Global_Targeted_Returns_Fund_2017.pdf48.0000  
6,999.0000F00000J3ZUETL0072AUSpectrum Strategic IncomeFixed IncomeAUCA000051Diversified Credit01 Jun 20090.750030 Oct 2015$68,842,005openOpen endSpectrum Asset Management LimitedEquity Trustees Ltd31 Jan 20190.27010.48191.65823.34694.63334.79008.035431 Jan 20191.08001.076731 Jan 20190.00000.00005,000.00000.00000.000078.46000.00000.00009.220012.320031 Jan 2019To generate returns in excess of the benchmark by investing in a diversified portfolio of debt and hybrid debt securities.The managers will seek to provide enhanced returns by selecting securities that are considered to offer superior returns together with the potential for capital appreciation.0.0000FOUSA07E7EF00000WYHMQuarterly120,567,133.0000Level 2,Barrack StSydneyNSW2,001.000039.0000falseDaily34.13760.69000.77701.09704.25Spectrum_Strategic_Income_2018.pdf90.0000  

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