Ratings Update February 2016
About SQM Research SQM Research has released the rating for Market Vectors Small Cap Dividend Payers ETF
The Market Vectors Small Cap Dividend Payers ETF (the Fund) is an open-ended passively managed fund that seeks to closely track the returns of the Market Vectors Australia Small Cap Dividend Payers Index (the Reference Index). The Fund is the latest entrant in the domestic small cap ETF space, competing with three other funds with an average of just over four-year operating history. The Fund is quoted under the ‘AQUA’ Rules of the Australian Securities Exchange (ASX) and is traded on the ASX. Through physical replication, the Fund is exposed to a portfolio of Australian small cap stocks across diverse sectors. The Fund is managed by Market Vectors Investments Limited (MVI) – a Sydney based Investment Manager, who specializes in issuing and managing ETFs.
Through a cap-weighted methodology, the Benchmark seeks to hold a minimum of twenty-five stocks and achieves diversification by capping individual security holdings at 8%.
The Fund has received a 4.00-star rating.
Read the full report and more on our Ratings Research Website -
An Afternoon of Property 2016 is soon approaching!!!
This enlightening afternoon is open to Financial Planners/Advisers, Fund Managers, Property Developers, Real Estate Agents and Professional Investors who wish to gain specific, up to date insight on a variety of property related sectors.
Louis Christopher will lead the industry experts to share their insights in the various sectors within property. There is no charge for advisers!! Delegate fees have been kept at the 2014 rate of $150 per ticket (this includes the cocktail party).
Don't miss out on our Guest Speaker line up:
This year the event will be held in the Heritage Ballroom, at the Westin Hotel, Sydney, on Wednesday the 16th of March 2016.
- Guest Economist - Stephen 'The Kouk' Koukoulas
- Winston Sammut - Folkestone
- Marco Colantonio - Resolution
- Chris Andrews - La Trobe Financial
- Gerald Stack - Magellan
- Chris Smith - Australian Unity
To register for the event or book a table for your company, please click HERE.
There are opportunities for companies to sponsor SQM Research’s Afternoon of Property, which has allowed individual, unique exposure to this specific audience.
For further information please contact Natalie Keech via email- firstname.lastname@example.org.
"This is probably your best opportunity to hear from the very best real estate Fund Managers in Australia. The format is going to be expressly a Q&A where I am going to ask the direct questions from the start. Importantly we are going to get an insight into the minds of these managers in terms of how they are going to handle what is looking like a particular challenging year on the markets. Of course we will finish the day with our housing outlook for 2016 followed by drinks. This is a half day event that in the past has received considerable CPD points and I believe that will be the case this year. It is going to be a fantastic venue in the Heritage Ballroom, at the Westin Hotel, Sydney. And of course, best of all, it is free for advisers and their clients. So please register and register soon for I think this one will be booked out shortly..."
Louis Christopher, Managing Director of SQM Research
SQM Research Pty Ltd is an independent investment ratings and forecasting research house covering all asset classes. SQM Research also supplies residential property data and property related reports and guidance to financial institutions, property developers and real estate investors.
For more information please visit www.sqmresearch.com.au
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 – Favourable. Consider for APL inclusion.
3.5 stars – Acceptable. 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. Unapproved.
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, and investors should avoid or redeem units in the fund.