Fund ratings

Fund nameAPIRLonsecMorningstarZenith
Maple-Brown Abbott Australian Share Fund WholesaleADV0046AURecommended
Recommended
Maple-Brown Abbott Australian Small Companies FundMPL1241AUHighly RecommendedSilverRecommended
Maple-Brown Abbott Australian Value Opportunities FundMPL1039AURecommended
Recommended
Maple-Brown Abbott Diversified Investment TrustMPL0001AUInvestment Grade

Maple-Brown Abbott Global Listed InfrastructureMPL0006AURecommendedBronzeHighly Recommended
Maple-Brown Abbott Global Listed Infrastructure – HedgedMPL0008AURecommendedBronzeHighly Recommended

Platform availability

Fund nameAPIRAMP MyNorthBT Panorama + AsgardCFS Wrap + CFS EdgeDashHUB24Insignia WrapIOOF ExpandIOOF RhythmMacquarie WrapNetwealthPraemium
Maple-Brown Abbott Australian Share Fund WholesaleADV0046AU
Maple-Brown Abbott Australian Small Companies FundMPL1241AU
Maple-Brown Abbott Australian Value Opportunities FundMPL1039AU1
Maple-Brown Abbott Diversified Investment TrustMPL0001AU
Maple-Brown Abbott Global Listed InfrastructureMPL0006AU
Maple-Brown Abbott Global Listed Infrastructure – HedgedMPL0008AU

●    Available on platform
1  Available on HUB24 IDPS


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Lonsec
The rating issued 10/2024 – Maple-Brown Abbott Australian Share Fund – Wholesale, 10/2024 – Maple-Brown Abbott Australian Small Companies Fund, 10/2024 – Maple-Brown Abbott Australian Value Opportunities Fund, 04/2023 – Maple-Brown Abbott Diversified Investment Trust, 09/2023 – Maple-Brown Abbott Global Listed Infrastructure Fund and Maple-Brown Abbott Global Listed Infrastructure Fund – Hedged 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. ©2024 Lonsec. All rights reserved.

Morningstar
© 2023 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

Zenith
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned as follows: Maple-Brown Abbott Australian Share Fund – Wholesale (ADV0046AU June 2024); Maple-Brown Abbott Australian Small Companies Fund (MPL1241AU February 2024); Maple-Brown Abbott Australian Value Opportunities Fund (MPL1039AU June 2024); Maple-Brown Abbott Global Listed Infrastructure Fund (MPL0006AU March 2024); Maple-Brown Abbott Global Listed Infrastructure Fund – Hedged (MPL0008AU March 2024) referred to in this piece 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, including target markets of financial products, where applicable, 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 Fund Research Regulatory Guidelines.

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