Star Rating Icon:
The Star Rating Icon is issued and updated monthly by Australian Fund Monitors Pty Ltd (AFM) (ACN 122 226 724, AFSL 324476). Star Rankings are a purely quantitative measure of the fund's past performance (annualised return) and risk (Volatility/Sortino/Downside) compared with the other funds on www.fundmonitors.com from the same Peer Group, and the same time periods - 1, 3, 5 and 7 years - as applicable. 5 Performance Stars ranks the fund's annualised return in the top 10% of funds in its Peer Group, 4 Stars ranks a fund in the top quartile (75 - 90%), 3 Stars in the second quartile, 2 Stars in the third, and 1 Star in the bottom quartile. Risk Stars are allocated on an equal combination of Volatility, Sortino ratio, and Maximum Drawdown, but in reverse - 5 Risk Stars are allocated to funds in the 10% of funds with the lowest risk profile.
AFM Star Ratings do not constitute a recommendation, and are purely a representation of the fund's past performance, which is not an indication of future performance. For further analysis of the fund's performance history and investment details, click on the Star Rating Icon to view the current Fund Review, or visit www.fundmonitors.com for full disclaimer and terms and conditions of use. The Star Ranking Icon and Fund Monitors Logo are owned by Australian Fund Monitors Pty Ltd and are subject to subject to copyright and a distribution licence.
FACTORS Icon:
The FACTORS Icon is issued and updated monthly by Australian Fund Monitors Pty Ltd (AFM) (ACN 122 226 724, AFSL 324476). AFM's FACTORS Reports provide a combination of Operational Due Diligence and Performance Analysis of both the Management Company and the Fund. For further analysis of the fund's performance history and investment details, click on the FACTORS Icon to view the current FACTORS Report, or visit www.fundmonitors.com for full disclaimer and terms and conditions of use.
AFM FACTORS Reports should be considered as general financial advice only, and have been prepared without taking into account or considering the objectives or financial position or needs of the end investor. The FACTORS Report and Icon are not a recommendation to invest in the fund. Performance data and analytics are updated monthly, but are not a guarantee or indication of future performance.
The FACTORS Icon and Fund Monitors Logo are owned by Australian Fund Monitors Pty Ltd and are subject to subject to copyright and a distribution licence.