Ratings and Platform Availability

Ratings

The WaveStone Australian Share Fund and the WaveStone Dynamic Australian Equity Fund have been allocated a Recommended rating by Zenith^.Zenith Rating Recommended 

The WaveStone Australian Share Fund and the WaveStone Dynamic Australian Equity Fund are rated by Lonsec^^. 

Lonsec Wordmark2

 

Platform Availability

Platform* WaveStone Australian
Share Fund
WaveStone Dynamic
Australian Equity Fund
Asgard eWrap
Asgard Master Trust  
Asgard Infiniti - Select  
BT Panorama
BT Wrap
Hillross Portfolio Care  
IOOF Pursuit - Core  
IOOF Pursuit - Select  
Macquarie Accumulator    
Macquarie Wrap - Super Manager
Macquarie Wrap Investment Manager
MLC Wrap - IDPS  ♦ 
MLC Wrap - Super  ♦ 
MLC Navigator
Netwealth  
North  
Oasis  
Summit  
Synergy Capital Management  
*Source: Fidante Partners. Information is current as at 30 April 2016.

To find out how WaveStone can contribute to your model portfolio, please contact the Fidante Partners adviser services team by phone on 1800 195 853 or by email bdm@fidante.com.au

^The Zenith Investment Partners (‘Zenith’) Australian Financial Services License No. 226872 ratings (assigned as follows: WaveStone Australian Share Fund – June 2016; WaveStone Dynamic Australian Equity Fund – July 2016) referred to in this document arelimited to ‘General Advice’ (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at http://www.zenithpartners.com.au/RegulatoryGuidelines.
^^The Lonsec Ratings (assigned as follows: WaveStone Australian Share Fund – November 2015; WaveStone Dynamic Australian Equity Fund – November 2015) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to ‘General Advice’ (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold WaveStone Capital products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria.
For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings