Research opinion – Global Equity Shareholder Yield Funds

The Grant Samuel Epoch Global Equity Shareholder Yield Funds have been reviewed by Lonsec Research and Zenith Investment Partners, both of which provide independent managed funds research to financial advisers.

The following ratings have been awarded:

Lonsec_Rating_Rec_WEB_Rec Lonsec describes its ‘Recommended’ rating as follows:

“The ‘Recommended’ rating indicates that Lonsec has strong conviction the financial product can generate risk-adjusted returns in line with relevant objectives. The financial product is considered an appropriate entry point to this asset class or strategy.”

 

Zenith - Rating Highly Recommended Zenith describes its Highly Recommended rating as follows:

“Only a small number of funds achieve a Highly Recommended rating. These products typically rate first quartile on each of the following criteria – investment personnel, security selection, portfolio construction, risk management, organisational strength, risk-adjusted performance and product features.”

 

Financial Advisers who wish to request a copy of the Lonsec or Zenith research report on the Grant Samuel Epoch Global Equity Shareholder Yield Funds, please contact us.

Please note that research reports are intended for financial advisers only.

The Lonsec Rating (assigned to GSF0001AU and GSF0002AU – March 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. 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 Grant Samuel Funds Services Limited and Epoch Investment Partners, Inc. 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 our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned December 2017) referred to in this document 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 our Product Assessments and at: http://www.zenithpartners.com.au/RegulatoryGuidelines