Ratings and Platform Availability

WaveStone Australian Share Fund and WaveStone Dynamic Australian Equity Fund ratings

Platform Availability

Platform* WaveStone Australian
Share Fund
WaveStone Dynamic
Australian Equity Fund
Asgard eWrap
Asgard Infiniti – Select
BT Panorama
BT Wrap
First Choice
First Wrap
Hillross Portfolio Care
HUB24
IOOF Pursuit – Select
Macquarie Accumulator
Macquarie Wrap – Super Manager
Macquarie Wrap Investment Manager
MLC Wrap – IDPS
MLC Wrap – Super
MLC Navigator
Netwealth Private
North
Oasis
Summit
Synergy Capital Management
uXchange

*Source: Fidante Partners. Information is current as at 30 November 2018.

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 2018; WaveStone Dynamic Australian Equity Fund – June 2018) referred to in this document is limited to “General Advice” (s766B 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 and is subject to change at any time without prior notice. 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. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at www.zenithpartners.com.au/regulatory-guidelines-funds-research
The Lonsec Ratings (assigned as follows: WaveStone Australian Share Fund – September 2018; WaveStone Dynamic Australian Equity Fund – September 2018) 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