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Charlie Lanchester, Head of Australian Fundamental Active Equities, reflects on Q4 performance drivers, portfolio positioning and the January rebound.
(Viewing time 3.5 minutes)
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Morningstar Analyst RatingTM as of 20/11/2018
MKTGH0219A-729550
LONSEC RATING – ADDITIONAL INFORMATION
The Lonsec Rating (assigned November 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold BlackRock Investment Management (Australia) Limited product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to the Lonsec website at: https://www.lonsecresearch.com.au/research-solutions/our-ratings
ZENITH RATING - ADDITIONAL INFORMATION
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating June 2017 referred to on this webpage is limited to “General Advice” (as defined by the 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. 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. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on Product Assessment’s and at http://www.zenithpartners.com.au/RegulatoryGuidelines
MORNINGSTAR RATING - ADDITIONAL INFORMATION
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