SQM RESEARCH RATING

The Vantage Private Equity Growth 5 Fund (VPEG5) has been awarded a ‘Superior’ 4 star rating by independent investment research firm SQM Research. By designating VPEG5 as ‘High Investment Grade’, SQM’s rating classifies VPEG5 as ‘Suitable for inclusion on most APL’s’.

In their report, SQM Research highlights the funds diversification benefits, access to Institutional grade Private Equity funds that are typically unavailable to individual investors, and a highly skilled investment team with expertise in managing private equity fund of funds.

SQM Research is an investment research house which specialises in providing accurate research and data to financial institutions, investment professionals and investors.

SQM’s mission is to identify quality managers and investment opportunities that provide performance and income outcomes for advisers and their clients. SQM offers a full rating service across asset classes with an emphasis on active styles and boutique managers with high alpha strategies.

A rigorous and conservative approach is used to allocate star ratings that represent informative opinions on fund manager competencies. SQM high star rated funds have the strong foundations necessary to provide superior returns to adviser clients.

DOWNLOAD REPORT

This report is only available to professional financial advisors and their wholesale clients

    DISCLAIMER

    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.