Ratings and awards

In August 2022, Chant West launched a new rating service which assesses the quality of Australian platform providers. The Chant West apple ratings scale (1-5) is well known and well regarded in the industry among both advisers and engaged investors.

Important information: Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401 2023. The scores produced by Chant West to derive the ratings are subjective scores that have been awarded based on data (including historical financial performance information) supplied by third parties. While such information is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such data. Chant West does not make any representation or give any guarantee or assurance as to the performance or success of any financial product based on the subjective ratings provided. Past performance is not an indication of future performance. The Chant West awards do not constitute financial product advice, however, to the extent ratings referred to in this document constitute advice, it is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale Clients only. Individuals 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. Individuals should obtain a copy of, and consider the PDS or offer document from the relevant fund provider before making any decision. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the information. Full details regarding Chant West’s methodology, ratings definitions and regulatory compliance are available at www.chantwest.com.au. A financial Services Guide has been made available by Chant West through its website atwww.chantwest.com.au

Important information: The Heron Partnership (Heron) ratings are based on analysis of information such as product disclosure statements provided by third parties, as well as general market knowledge. Such information is considered to be accurate at the time a particular product is rated by Heron. However, Heron gives no guarantee or warranty and makes no representation as to the accuracy or correctness of any third-party information and accepts no responsibility for any inaccuracy or incompleteness in the third-party information provided to it. Heron makes no guarantee or warranty in relation to the investment component or rate of return of any product that it rates. The Heron ratings have been produced without taking into account an individual’s financial needs, circumstances and objectives. To the extent that the Heron ratings may constitute financial product advice, they are general financial product advice only, and any person should, before acting on such advice, assess the appropriateness of the advice having regard to their own financial situation and consult a licensed financial adviser before making any changes to their financial affairs. The reference to Heron and the inclusion of the Heron ratings logo in this PDS has been authorised by Heron. The Heron ratings logo is a trademark of Heron. For details about The Heron Partnership’s ratings methodology refer towww.heronpartners.com.au.

Super Review has partnered with independent actuarial and superannuation consultancy, The Heron Partnership, and all finalists have been selected and rated by them, based not only on investment performance but on a range of important metrics including product design and member engagement.

Important information:© 2021 FE Money Management. All rights reserved.
The information, data, analysis, and opinions contained herein (1) include the proprietary information of FE Money Management (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management does not guarantee that a fund/product will perform in line with its Super Fund of the Year award as it reflects past performance only. Likewise, the Super Fund of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a product/fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

Important information:This document is issued by IOOF Investment Management Limited (IIML) | ABN 53 006 695 021 | AFS Licence No.230524. IIML is Trustee of the IOOF Portfolio Service Superannuation Fund (Fund) ABN 70 815 369 818. IOOF Employer Super, IOOF Personal Super and IOOF Pension are divisions in the Fund. The information in this document is general information only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial adviser. You should obtain and consider a copy of the Product Disclosure Statement available from us by visiting our website (www.sitoys.com) or your adviser, before you acquire a financial product.

The Money Management Fund Manager of the Year Awards have been running for 33 years and are a hallmark of excellence where ‘the best of the best’ are recognised in the Australian funds management industry.

All funds available for sale in Australia are eligible for the awards and the judging criteria consists of three main stages (quantitative screening, qualitative evaluation and result collation), combines FE fundinfo's quantitative fund performance data over one and three years, with the expertise of recognised research partners, Lonsec, Mercer and SQM Research.

Disclaimer

© 2021 FE Money Management. all rights reserved. the information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.