Equity Trustees has welcomed ‘Superior’ (four star) ratings from SQM Research for four of its funds managed by its Asset Management team.
The ratings were awarded to the EQT Tax Aware Australian Equity Fund, EQT Ethical Tax Aware Australian Equity Fund, the EQT Flagship Fund and the Mortgage Income Fund. It is the first time the Australian Equity funds have been rated by SQM Research, while the Mortgage Income Fund was upgraded from 3.75 stars.
The Reports noted the strong performance of the funds as well as strong processes and high calibre management. It also noted that the investment process and Asset Management team were experienced, capable and collegiate, enabling robust debate within the team on investment ideas and decisions.
SQM’s High Investment Grade rating views the Funds suitable for inclusion on most Approved Product Lists (APL’s).
Darren Thompson, Head of Asset Management at Equity Trustees, said: “Our Australian Equity investment philosophy aims to identify quality companies at a reasonable price coupled with distinct focus on the after-tax returns offered to investors.
“This rating is affirmation of the experienced team’s quality at a reasonable framework and team and our after-tax returns to our investors – it’s a strategy that is performing consistently above benchmark,” he added.