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SQM Research Ratings Newsletter
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SQM Research Ratings Update - Tuesday 23, 2016
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 February 2016

 
                 
SQM Research has released the star-ratings of three Market Vector funds. 


Market Vectors ChinaAMC A-Share ETF (Synthetic) is an open-ended passively managed fund that seeks to closely track the returns of the CSI 300 Index (the Reference Index). The Fund is quoted under the ‘AQUA’ Rules of the Australian Securities Exchange (ASX) and is traded on the ASX. The Fund is managed by by Van Eck Associates Corporation in New York, the parent company of Market Vectors Investments Limited (MVI) – a Sydney based Investment Manager, who specializes in issuing and managing ETFs. MVI is an approved AQUA Product Issuer and acts as an intermediary to facilitate the cross-listing on the ASX.

The Fund has received a 3½ (3.50) star rating.

The Market Vectors Gold Miners ETF is a cross-listed open-ended passively managed fund that seeks to closely track the price and yield performance of the NYSE Arca Gold Miners Index (the Reference Index). The Fund is listed on the NYSE and cross-listed on the ASX.

The Fund has received a 3¾ (3.75) star rating.

The Market Vectors Morningstar Wide Moat ETF is a cross-listed open-ended passively managed fund that seeks to closely track the price and yield performance of the Morningstar Wide Moat Focus Index (the Reference Index). The Fund is listed on the NYSE and cross-listed on the ASX.

The Fund has received a 4.00-star rating.

To read these reports and more, please click HERE


 
About 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
 

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 – 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.

Copyright © 2016 SQM Research, All rights reserved.

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



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