SQM upgrades Quay Global’s rating
The research house, SQM Research, has upgraded its rating for Bennelong boutique, Quay Global Investors, to its highest category and granted an ‘outstanding’ rating.
According to the rating house, the Quay Global Real Estate fund was recognised for its ability to “most often outperform its peers and benchmark” as well as its highly experienced and skilled management team.
Additionally, SQM indicated that the fund would be highly suitable for inclusion on its approved product lists (APLs).
The fund, which returned 15.1 per cent since its launch in 2014, said it aimed to focus on achieving absolute returns in listed real estate securities, combined with strong and disciplined risk management to reduce downside risk.
“Quay invests through the economic cycle, while also taking advantage of select counter-cyclical opportunities and maximising tailwind from macroeconomic themes,” Jonas Daly, head of retail investment sale at Bennelong Funds Management, said.
AUTHOR
Oksana Patron
Recommended for you
Perpetual has appointed a new CEO for affiliate J O Hambro Capital Management, as it tries to stem outflows and refresh the brand.
Outflows of US$1.4 billion from its US equity funds have contributed to GQG Partners reporting its highest monthly outflows for 2025 in August.
Domestic equity managers are lagging the ASX 200 in the first half of the year, according to S&P, with almost three-quarters of Australian equity funds underperforming over the six-month period.
ETFs saw almost $5 billion of inflows during August, with international equities gaining double those of fixed income funds, as total assets close in on $300 billion.
