A Chant West rating sums up our overall view on the merits of a particular fund relative to industry best practice. Funds are awarded a rating from 5 Apples (the highest) to 1 Apple (the lowest).
The rating takes several main criteria into account: organisational strengths, investments, fees, insurance, administration and member services.
A key aspect of our ratings is that they relate only to multi-manager investment options. This is because most members are invested in this type of option. We therefore focus on the quality of a fund’s investment governance, its internal investment team, its investment consultant and the structure of these options. Investment beliefs and processes, and the quality of the people involved, are far more important to us than past performance, which is generally a poor indicator of future performance.
We produce separate ratings for super funds and pension funds. You can view our current ratings:
In 2013 we are introducing a series of awards
, designed to give public recognition to those funds that achieve excellence. The awards are an extension of our well-established ratings process and use the same methodology.