Investment Ratings

Investment Ratings

Australia Ratings’ investment rating reflects a forward-looking opinion aimed to help investors identify funds or investment opportunities that are among ‘best-in-class’.

We rate investment products across different classes - from traditional funds to the more specialised, alternative assets. Our rating approach is based on a structured, transparent process that focuses on various levels of risk.

To ensure our rating and analysis remains objective and relevant, particularly to investors seeking guidance in their investment choices, our investment rating is decided collectively via a committee and reviewed regularly (at the very least, annually).

Funds we cover include:

  • Australian equities
  • International equities – developed and emerging markets
  • Credit and fixed income
  • Property/real estate investment trusts (REITs)
  • Exchange Traded Funds (ETFs)
  • Listed Investment Companies (LICs)
  • Alternatives including hedge funds, venture capital and private equity

Find out more about Australia Ratings’ investment rating and product complexity indicator (PCI) and our investment rating methodology.

More information
Contact us to find out how to access our investment rating reports.



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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

Investment rating reports are only available to our premium subscribers.
To upgrade your subscription, please contact the Australia Ratings investment team on (03) 8080 6684 during business hours, or email us at