Research opinion – Triple3 Volatility Advantage Fund

The Triple3 Volatility Advantage Fund has 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_IG_26x26_RGB Lonsec describes its ‘Investment Grade’ rating as follows:

“The ‘Investment Grade’ rating indicates that Lonsec has conviction the financial product can generate risk adjusted returns in line with relevant objectives. However, if applicable, Lonsec believes the financial product has fewer competitive advantages than its peers.”

 

Zenith describes its Approved rating as follows:

“Approved products are deemed above investment grade investments within their respective asset class. Approved candidates typically rate above the median on most of the assessed criteria.”

 

Financial Advisers who wish to request a copy of the Lonsec or Zenith research report on the Triple3 Volatility Advantage Fund, please contact us.

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

The Lonsec Rating (assigned July 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 Triple Three Partners Pty Ltd or Grant Samuel Fund Services 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 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 2016) 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 Assessment’s and at: http://www.zenithpartners.com.au/RegulatoryGuidelines