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Awards

2018 Money Management | Lonsec Fund Manager of the Year (Retirement & Income Focused) 

Talaria Asset Management (previously Wingate Asset Management) was honoured to be awarded the Money Management | Lonsec Fund Manager of the Year in the Retirement & Income Focused category.

The award recognises the benefits of our innovative investment strategy for investors seeking a lower risk, income generative approach to global equity investing.

Research Ratings

The Wingate Global Equity Fund and Wingate Global Equity Fund – Hedged have received the following research ratings 1,2

  • Lonsec : Recommended
  • Zenith : Recommended

Please contact us to receive the latest research report.

Important information

Units in the Wingate Global Equity Fund and Wingate Global Equity Fund – Hedged are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No. 234454. The information contained above is not based on the financial objectives, situation or needs of any particular investor. In deciding whether to acquire or continue to hold the product you should obtain the Product Disclosure Statement and consider whether the product is appropriate for you. The website was prepared in good faith and we accept no liability for any errors or omissions. Past performance is not a reliable indicator of future performance.

Refer to the PDS and Additional Information Document for more information about fees and costs for this Fund.

* © 2018 FE Money Management. all rights reserved.

The information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management and Lonsec (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management or Lonsec (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management and Lonsec shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management and Lonsec does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.

  1. The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned November 2017) referred to in this document 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 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 http://www.zenithpartners.com/au/RegulatoryGuidelines
  2. The Lonsec Ratings (assigned as follows: Wingate Global Equity Fund, APIR AUS0035AU— March 2018 and the Wingate Global Equity Fund – Hedged (APIR WFS0547AU — March 2018) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Wingate Asset Management’s products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria.

For further information regarding Lonsec’s Ratings methodology, please refer to our website at:

http://www.lonsecresearch.com.au/research-solutions/our-ratings