Federation’s products have consistently been recommended by a range of research houses since inception.
Zenith Investment Partners
Federation received an Approved rating by Zenith Investment Partners (Assigned February 2024) for Federation Alternative Investments II.
Please contact us if you would like a copy of the report (note you must be a holder of an AFSL or their authorised representative.)
Disclaimer:
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned March 2021) referred to in this document is limited to “General Advice” (s766B 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 and is subject to change at any time without prior notice. 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. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or 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
Federation received an Approved rating by Zenith Investment Partners (Assigned February 2024) for Federation Alternative Investments II.
Please contact us if you would like a copy of the report (note you must be a holder of an AFSL or their authorised representative.)
Disclaimer:
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned March 2021) referred to in this document is limited to “General Advice” (s766B 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 and is subject to change at any time without prior notice. 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. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or 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
Federation received an Approved rating by Zenith Investment Partners (Assigned February 2024) for Federation Alternative Investments II.
Please contact us if you would like a copy of the report (note you must be a holder of an AFSL or their authorised representative.)
Disclaimer:
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned March 2021) referred to in this document is limited to “General Advice” (s766B 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 and is subject to change at any time without prior notice. 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. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or 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
MyFiduciary
Federation has demonstrated conformity to all the Fi360 Practices for Investment Managers that apply to its investment style, which highlights the firm’s significant investment into its people and processes. This should provide current and potential investors confidence that it is well-structured, well-provisioned and adheres to the highest standards of governance and process.
Please contact us if you would like a copy of the report.
Disclaimer:
This report is prepared for Federation Asset Management Pty Ltd. MyFiduciary accepts no responsibility to any other party. This report is an assessment, based on interviews and information provided, as well as MyFiduciary’s own analysis and enquiry. It is not an audit or verification of processes. We accept no responsibility for the accuracy or completeness of any information received from Federation Asset Management Pty Ltd. This report is prepared solely for the use of Federation Asset Management Pty Ltd. While the report may be given to clients of Federation Asset Management Pty Ltd, MyFiduciary expressly disclaims any and all liability for any loss or damage of whatever kind to any person acting on information contained in this report, other than Federation Asset Management Pty Ltd.
SQM Research
Federation received a 4.00 star rating from SQM Research (Assigned March 2021) for Federation Alternative Investments Fund.
Please contact us if you would like a copy of the report (note you must be a holder of an AFSL or their authorised representative.)
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
Federation received a 4.00 star rating from SQM Research (Assigned March 2021) for Federation Alternative Investments Fund.
Please contact us if you would like a copy of the report (note you must be a holder of an AFSL or their authorised representative.)
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
Lonsec
Federation Alternative Investments II & Federation Alternative Investments II (Wholesale) received an Investment Grade Rating from Lonsec (Assigned October 2024).
Please contact us if you would like a copy of the report (note you must be a holder of an AFSL or their authorised representative.)
Disclaimer:
The ratings published on 10/2024 for FSM7521AU and 10/2024 for FSM8350AU are issuedby Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The ratings are not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.