Fund Monitors Pty Ltd
© Copyright 2024
Printed: 17 June 2024 3:39 AM

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Access FACTORS Research and Ratings produces "FACTORS" Research Reports. These provide detailed analysis and information gathered during extensive interviews and analysis on those funds which meet what we perceive to be acceptable, and appropriate, business structures and operations. 

FACTORS Research involves a series of processes to ensure a thorough understanding of the manager, fund, and its operations. Each report covers 5 qualitative categories:

Each qualitative category is also supported by a series of "Flags" and comments to draw the reader's attention to specific aspects of the manager's and fund's operations.

FACTORS reports also include extensive QUANTITATIVE performance and risk analysis, with rankings against an appropriate market index, as well as each fund's Peer Group. Importantly, these are updated monthly from AFM's database, ensuring that each research report is always relevant and up to date.

FACTORS Research Reports only contain general advice as we do not know the individual circumstances of each investor. They are designed for use by AFSL holders such as financial advisors, and Wholesale or Sophisticated Investors. They may be commissioned and paid for by the fund manager concerned, or by specific investors or advisor groups.

For more information on our subscrition levels please click here.

Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]