|Fund name||APIR||Lonsec||Morningstar||SQM Research||Zenith|
|Maple-Brown Abbott Asian Dividend Growth Fund||MPL8237AU||Approved|
|Maple-Brown Abbott Asian Investment Trust||MPL0003AU||Approved|
|Maple-Brown Abbott Australian Share Fund Wholesale||ADV0046AU||Recommended||Recommended|
|Maple-Brown Abbott Australian Small Companies Fund||MPL1241AU||Recommended||Recommended|
|Maple-Brown Abbott Australian Value Opportunities Fund||MPL1039AU||Recommended||Recommended|
|Maple-Brown Abbott Diversified Investment Trust||MPL0001AU||Investment Grade|
|Maple-Brown Abbott Global Listed Infrastructure||MPL0006AU||Recommended||Bronze||4.5 stars Outstanding||Highly Recommended|
|Maple-Brown Abbott Global Listed Infrastructure – Hedged||MPL0008AU||Recommended||Bronze||4.5 stars Outstanding||Highly Recommended|
|Fund name||APIR||AMP MyNorth||BT Panorama + Asgard||CFS First|
|Hub24||IOOF||Macquarie Wrap||MLC||Netwealth||Onepath||Power Wrap Praemium|
|Maple-Brown Abbott Asian Dividend Growth Fund||MPL8237AU||–||–||–||–||●*||–||–||–||–||–||–|
|Maple-Brown Abbott Asian Investment Trust||MPL0003AU||–||–||–||–||●||–||–||–||–||–||●|
|Maple-Brown Abbott Australian Share Fund Wholesale||ADV0046AU||●||●||–||●||●||●||●||●||●||●||–|
|Maple-Brown Abbott Australian Small Companies Fund||MPL1241AU||–||–||–||–||●||–||–||–||–||–||–|
|Maple-Brown Abbott Diversified Investment Trust||MPL0001AU||–||●||–||●||–||–||●||–||–||●||–|
|Maple-Brown Abbott Global Listed Infrastructure||MPL0006AU||●||●||–||●||●||●||●||●||●||–||●|
|Maple-Brown Abbott Global Listed Infrastructure – Hedged||MPL0008AU||●||●||–||●||●||●||●||●||●||–||●|
● Available on platform
●* HUB24 IDPS
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The rating issued 09/2023 – Maple-Brown Abbott Australian Share Fund – Wholesale, 10/2023 – Maple-Brown Abbott Australian Small Companies Fund, 09/2023 – Maple-Brown Abbott Australian Value Opportunities Fund, 04/2023 – Maple-Brown Abbott Diversified Investment Trust, 09/2023 – Maple-Brown Abbott Global Listed Infrastructure Fund and Maple-Brown Abbott Global Listed Infrastructure Fund – Hedged are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. ©2023 Lonsec. All rights reserved.
© 2022 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.
The rating contained in this document 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.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned as follows: Maple-Brown Abbott Asian Dividend Growth Fund (MPL8237AU November 2023), Maple-Brown Abbott Asian Investment Trust (MPL0003AU November 2023); Maple-Brown Abbott Australian Share Fund – Wholesale (ADV0046AU June 2023); Maple-Brown Abbott Australian Small Companies Fund (MPL1241AU March 2023); Maple-Brown Abbott Australian Value Opportunities Fund (MPL1039AU June 2023); Maple-Brown Abbott Global Listed Infrastructure Fund (MPL0006AU April 2022); Maple-Brown Abbott Global Listed Infrastructure Fund – Hedged (MPL0008AU April 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.