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SQM Research Ratings Update -  Monday 14th September 2015
Property Valuations
Research Reports
Discounted/Distressed Properties
Funds Research
Ratings Table

To see the entire table of SQM Research's fund ratings, click HERE

(Please note: In order to view individual ratings reports you must be subscribed to SQM Research Ratings research. To subscribe, click HERE)

 

SQM Research
Ratings Update






- With Rob da Silva, Head of Research

 
SQM Research is pleased to release a collection of new ratings in the asset classes of Alternatives and Fixed Income. Rather than being a homogeneous group, they are an eclectic collection of diverse styles and processes that provide differentiation to each other and to traditional market indices.

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1. Capital Emerging Markets Total Opportunities Fund

The Capital Emerging Markets Total Opportunities Fund is an emerging markets portfolio blending long-only investments in both equity and debt securities to achieve additional diversification in a traditionally volatile asset class. The fund is objective based and is not managed to a specific benchmark. The Fund’s objective is “To achieve long-term capital growth with relatively low volatility of returns and preservation of capital”.

The Fund has received a 4.00 - star rating.

2. Ironbark Global Diversified Alternatives Fund

The Ironbark Global Diversified Alternatives Fund is a multi-manager, multi-strategy alternatives fund structured as an open-ended unlisted registered managed investment scheme. Through the use of an interposed Master Fund (the Global Diversified Alternatives Fund Cayman), it invests in a diversified portfolio of alternative investment funds. It uses a fund-of-funds structure.

In summary, the Fund is a multi-manager, multi-strategy fund of funds portfolio investing in a broad range of alternatives strategies. It has an absolute return focus and sophisticated risk management processes designed to produce low volatility of returns relative to its peers and capital markets. Ironbark advises that it is intended to be positioned as a defensive investment within a client’s portfolio.

The Fund has received a 4.00 - star rating.

3. Pengana Absolute Return Asia Pacific Fund

The Pengana Absolute Return Asia Pacific Fund is a market neutral Asian event-driven alternatives fund structured as an open-ended unlisted registered managed investment scheme.

In summary, the Fund is an event-driven stock-based alternatives fund investing in six diverse types of corporate events in the Asian markets. It has an absolute return focus and has historically displayed low volatility of returns relative to equity markets and a peer group of alternatives funds It employs deep fundamental research and detailed analysis of historical events in order to identify and position for corporate events that appear in the Asian markets (including Australia).

The Fund has received a 4.00 - star rating.

4. William Blair Dynamic Diversified Allocation Fund

The William Blair Dynamic Diversified Allocation Fund is a global macro strategy alternatives fund structured as an open-ended unlisted registered managed investment scheme. The Fund uses a feeder fund strategy where its portfolio simply consists of investment in the William Blair SICAV – Dynamic Diversified Allocation Fund. This is a UCITS fund which then invests directly according to the process and guidelines of the strategy.

In summary, the William Blair Dynamic Diversified Allocation Fund is a global macro strategy alternatives fund investing in a broad range of bond, equity and currency markets. It has an absolute return focus and a medium-to-high risk budget. It employs sophisticated valuation and risk assessment processes that drive asset allocation and seeks strong returns with some moderation of the downside.


The Fund has received a 4.25 - star rating.

5. BT Pure Alpha Fixed Income Fund (Fixed Income)

The BT Pure Alpha Fixed Income Fund is an open-ended unlisted trust that invests predominantly in cash and cash-like instruments in conjunction with a modest number of high-conviction derivative trades that are based on quantitative driven momentum strategies.

The Fund has received a 4.25 - star rating

This inaugural rating for the Fund reflects a number of key features: highly quantitative process with qualitative overlay that provides defensive characteristics relative to equity markets, a large team who are highly qualified and experienced in quantitative analysis, a process that is differentiated to peers, disciplined risk management, and extensive resources available to support the research process.

 
To read all five reports, click here..... 

About SQM Research
 
SQM Research Pty Ltd is an independent property advisory, ratings and forecasting research house which specialises in providing accurate property related advice, research and data to financial institutions, property developers and real estate investors.
 
For more information please visit 
www.sqmresearch.com.au

Copyright © 2015 SQM Research, All rights reserved.

Our mailing address is: GPO Box 3611, Sydney, NSW 2001, Australia



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