SQM Research Weekly Newsletter
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SQM Research Ratings Update - Monday  28th July 2014
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 Media Release

 SQM Research has upgraded its rating on the AMP Capital Global Property Securities Fund
SQM Research has today upgraded its rating on the AMP Capital Global Property Securities Fund from a rating of 4.0 stars to 4.25 stars. The rating upgrade is a result of new appointments to the Global Property Securities team over the last month, as well as the relocation and promotion of existing staff. 
Earlier this month, AMP Capital announced new appointments and promotions within the Global Listed Real Estate Team – a response to the loss of its entire London team during April 2014.
Internally, AMP Capital has promoted North American Portfolio Manager/Analyst – Matthew Hodgkins to its London office as Head of European Listed Real Estate and relocated Portfolio Manager/Analyst – Ryan Watson to London from Sydney. In addition to this, AMP Capital has externally recruited Portfolio Manager/Analyst – Jamie O’Donnell to join the team in London, as well as recruit AMP Capital’s Australian Fundamental Equities Portfolio Analyst – James Holliday-Smith to join the Sydney team.
Earlier this week, AMP Capital announced the completion of its recruitment process. Tom McDonough will join AMP Capital’s Global Listed Real Estate team as a Portfolio Manager/Analyst based in the Chicago office.
SQM Research is pleased to see AMP Capital’s commitment to the Global REIT Strategy, with the three additional hires covering for all the departed staff over the course of the year. In addition to this, AMP Capital has advised that there have been changes to the investment team’s remuneration structure.
SQM Research also continues to be impressed by the Fund’s investment team and process. SQM Research believes the new additions and promotions will continue to support the Fund’s effective operating structure, going forward.

About SQM Research
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 investment scheme.
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Research Methodology
In general, the assessment approach adopted by SQM Research incorporates a combination of qualitative and quantitative research techniques to assess property investment products,
Information generated is passed through the SQM Research assessment model at the completion of the assessment process. The assessment model generates a product score, which correlates to a specific star rating (out of a maximum of five stars). Each star rating covers a scoring range, allowing products to be ranked within quarter star increments.
Following are descriptions for each of the star ratings, which have been developed as a guide for dealer group research teams and investment committees:
4.5 stars and above – Outstanding. Highly suitable for inclusion on APLs.
4 stars to 4.25 stars – Superior. Suitable for inclusion on most APLs.
3.75 stars – Good. Consider for APL inclusion.
3.5 stars – Average. Consider for APL inclusion, subject to advice restrictions.
3.25 stars – Caution required. Not suitable for most APLs.
3 stars – Strong caution required. Not suitable for most APLs.
Below 3 stars – Avoid or redeem. Not suitable for APL inclusion.
Hold – The rating is currently suspended until SQM Research receives further information. A rating is typically put on hold for a period of 2 days to 4 weeks.
Withdrawn – The rating is no longer applicable. Significant issues have arisen since the last report was issued, and investors should avoid or redeem units in the fund.
Not rated – the fund has not been rated by SQM Research.


SQM Research's

One of our many already registered delegates - Financial adviser Ian Mac Ritchie had this to say about 2013's Afternoon of Property:

“Excellent research is the foundation for a financial planner. I thought that the 2013 SQM Research Property seminar was full of insightful conclusions on property and infrastructure investments . I particularly liked Louis Christopher's in depth questioning of the fund managers that presented." 

Who should attend? 

  • Fund managers
  • Financial Planners
  • Real Estate Industry Professionals
  • Individual Investors

Why should you attend?

  • First hand insight into the Residential Property market from one of the country’s most respected and trusted Property Analysts – Louis Christopher
  • Insightful, unique objective content from a range of different speakers from all sectors of Property
  • CPD Points
  • Networking Opportunity
  • Perfect, cost effective event to invite your clients along to
Thank you to our Sponsors -

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