Insights


How to Invest – Platform Availability

Our Funds are available on a number of platforms. Please check with the platform operator for minimum investment requirements and fees.


State Street Australian Equity Fund


APIR CODE SST0048AU

Platform

  • AMP North
  • ANZ Grow Wrap
  • Asgard
  • BT Panorama
  • BT Wrap
  • CFS FirstWrap
  • CFS
  • FirstChoice
  • Hub24
  • IOOF
  • Macquarie
  • Wrap
  • MLC
  • Navigator
  • Netwealth
  • Powerwrap

Rating Information

  • Zenith* Recommended (Jun 2019)
  • Lonsec** Recommended (Aug 2019)
  • Morningstar Rated ( August 2019)

State Street Global Equity Fund


APIR CODE SST0050AU

Platform

  • AMP North
  • AMP Personalised Portfolio
  • Asgard
  • BT Wrap
  • BT Panorama
  • CFS
  • FirstWrap
  • Hub24
  • IOOF
  • Macquarie Wrap
  • Netwealth
  • Portfolio Care
  • Powerwrap 
  • Praemium

Rating Information

  • Zenith* Recommended (Nov 2018)
  • Lonsec** Recommended (Feb 2019)

State Street Multi-Asset Builder Fund


APIR CODE SST0052AU

Platform

  • AMP North
  • ANZ Grow Wrap
  • Asgard
  • BT Panorama
  • BT Wrap
  • Hub24
  • Macquarie Wrap
  • Netwealth
  • Powerwrap

 Rating Information

  • Zenith* Approved (Sep 2019)
  • Lonsec** Investment Grade (Mar 2019)

State Street Floating Rate Fund


APIR CODE SST4725AU

Platform

  • BT Panorama
  • BT Wrap
  • Macquarie Wrap
  • Netwealth
  • Hub24

 Rating Information

  • Zenith* Approved (May 2019)
  • Lonsec** Investment Grade (May 2019)
Disclosure

* Zenith: The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (SST0048AU: Jun-19, SST0050AU: Nov-19, SST0052AU: Mar-19, SST4725AU: May 19) 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

** Lonsec: The Lonsec Ratings (assigned as follows: assigned as follows: (SST0048AU: Aug-19, SST0050AU: Nov-18, SST0052AU: Sep-19, SST4725AU: May-19) 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 State Street Global Advisor 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