Research Review:  Ratings models

Deirdre Keown | PortfolioConstruction Forum | 10 March 2011

We asked the leading fund research houses: Of the 15,000 managed funds on offer in the Australian market, how do you determine which ones you will rate and what is the distribution of those ratings?

Lonsec

Lonsec’s fund research universe is designed to provide subscribers with a well balanced list of funds from which approved product lists and model portfolios can be prepared. Therefore factors taken into account when determining what to rate include style and capitalisation biases, u...