Ratings and Platform Availability

WaveStone Australian Share Fund ratings

WaveStone Dynamic Australian Equity Fund ratings

Platform Availability



Platform* WaveStone Australian
Share Fund
WaveStone Dynamic
Australian Equity Fund
Asgard eWrap
Asgard Infinity
Asset Administrator
BT Panorama
BT Wrap
Clearstream / Ausmaq
First Wrap
First Wrap (Centrepoint Badge)
Hillross Portfolio Care
IOOF – eXpand
IOOF – Pursuit Select
Macquarie Investment Accumulator
Macquarie Investment Consolidator (Elevate & Engage)
Macquarie Investment Manager
Matrix (Oasis Badge)
Mentor (Oasis Badge)
MLC Wrap – Super
MLC Navigator
Netwealth – Private
OneVue / Investment Gateway
Symetry Active
Synergy Capital Management
uXchange / Wealth O2
Voyage (Oasis Badge)
WealthTrac (Oasis Badge)

*Source: Fidante Partners. Information is current as at 31 March 2021.

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 (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned as follows: WaveStone Australian Share Fund – June 2021; WaveStone Dynamic Australian Equity Fund – June 2021) 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 http://www.zenithpartners.com.au/RegulatoryGuidelines
The ratings issued 07/2020 for WaveStone Australian Share Fund and 07/2020 for WaveStone Dynamic Australian Equity Fund are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.