Lonsec Recommended Rating

May 3, 2023
Major Reports

Lonsec Research has conducted a very thorough out of cycle review of the Ethical Partners Australian Share Fund (EPASF). Their conclusion was a “Recommended” rating. The report goes into some detail on Ethical Partners, our investment process and so on. The ‘Recommended’ rating indicates that Lonsec hasstrong conviction the financial product can generate risk adjusted returns inline with relevant objectives. The financial product is considered an appropriate entry point to this asset class or strategy. For a copy of the full report please contact Ethical Partners at support@ethicalpartners.com.au.

Important information about this rating

The rating issued 04/2023 for ETL8683AU is 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. © 2023 Lonsec. All rights reserved.

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