Super Investment Ratings
Super Investment Ratings are available to financial advisers only via Zenith Mosaic.
The table below summarises the super investment ratings tiers.
Where Chant West hasn’t rated an investment option, ‘No Investment Option Rating’ will be displayed in the Zenith Mosaic platform. However, the issuer of the investment option may have been awarded ‘overall’ Super and Pension fund ratings by Chant West, although these ratings do not reflect our rating of any of the individual investment options offered in those funds. Further information on ratings and investment option history is available upon request.
The table below shows Chant West’s investment option ratings criteria, along with their weightings.
Some of the factors considered when scoring each of the investment criteria are listed below.
Portfolio Structure and Design – investment philosophy, how the management team translates investment ideas and research into portfolios, level of diversification, glide path for lifecycle solution, consistency of portfolio performance with investment philosophy and risk/return objectives
Investment governance – having the right people being responsible for approval of the right investment decisions, Investment Committee with genuine investment expertise, clear investment decision-making matrix, appropriate delegations, additional governance for in-house mandates
Manager & asset research – quality/experience of both internal and external research resources (e.g. consultants/partners) and how they interact, manager coverage, manager/asset research process
Capital Markets Research – quality/experience of both internal and external research resources (e.g. consultants/partners) and how they interact, asset sector coverage, capital markets research process, how research feeds into decision-making
Past Investment Performance – performance relative to objectives and peer relative performance, with a focus mainly on the long-term (7 to 10 years) unless there have been recent significant changes
Portfolio Management Team – quality/experience of portfolio management team and asset consultants used for portfolio construction advice, and how they interact
Responsible Investment (RI) Integration – incorporation of RI into investment decision-making, engagement with investee companies and external managers, advocacy and transparency/reporting to members.
Portfolio Risk Management and Systems – quality of risk management systems, portfolio management data systems and risk reporting, liquidity management practices
Rating Process
Chant West conducts annual investment meetings with superannuation funds in order to understand the quality of their rated investment options. This is supplemented with in-depth desk-based research in order to assign an appropriate investment option rating. Meetings typically last between 3 and 5 hours. At least two Chant West Research staff attend all meetings.
Disclaimer: ©Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401, 2023. This website is only intended for use by Australian residents and is subject to use in accordance with Chant West’s Terms of Use and should be read with Chant West’s Financial Services Guide. Products, reports, ratings (Information) are based on data which may be sourced from a third party and may not contain all the information required to evaluate the nominated product providers, you are responsible for obtaining further information as required. To the extent that any Information provided is advice, it is General Advice (s766B Corporations Act). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. Chant West has not taken into account the objectives, financial situation or needs of any specific person who may access or use the Information provided including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any product(s) and is subject to change at any time without prior notice. Individuals should consider the appropriateness of any advice in light of their own objectives, financial situations or needs and should obtain a copy of and consider any relevant PDS or offer document before making any decision. Information is provided in good faith and is believed to be accurate, however, no representation, warranty or undertaking is provided in relation to the accuracy or completeness of the Information. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the Information. Past performance is not an indication of future performance. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities.