Investment Ratings

Investment Rating Process

Investment Rating Process

Australia Ratings’ investment rating process is structured and consistent across different investment styles.

Following a meeting between two Australia Ratings analysts and the fund manager, our experienced primary analyst evaluates the fund based on quantitative and qualitative factors - reflecting performance against the fund’s benchmark and peers.

To maintain objectivity and consistency of the rating process, a rating committee decides and assigns the investment rating upon review of the rating analyst’s recommendation. And once an investment rating has been assigned, we ensure that our point-in-time report is relevant and reliable through ongoing surveillance.

Monthly performance monitoring and ongoing communication with fund manager is maintained and any significant changes to the fund and its managers will be communicated to the public. A fund rating is reviewed, at the very least, least once a year.





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This website is published by Australia Ratings Pty Ltd (ABN 90 141 393 375), holder of AFS licence 346138 and Australia Ratings Analytics Pty Ltd (ABN 95 616 254 294), holder of AFS licence 494552. The information contained in this website is of a general nature only, and does not take into account your objectives, financial situation and needs. You should consult your own professional advisers before making an investment decision.

Melbourne, 25 September 2017

Australia Ratings is pleased to inform that we’ve made some changes to our website. The new menu layout coincides with the release of Investment Ratings – our new fund ratings and research service - and is designed to help you gain quick and easy access to related content.

Some important changes include

  • ASX Research, Listed Debt Indices & Fund Credit Rating Reports now located under Credit Ratings
  • Operational Capability Assessments, Private Analytical Services & Training located under Analytical Services
  • Login process remains the same and should not be affected.

For further details, please click here

If you have any queries regarding access to Australia Ratings’ investment rating reports, please contact us by email at or call us on (03) 8080 6684.