Plum's performance ratings & awards

The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). 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 SuperRatings assumes no obligation to update. SuperRatings uses objective criteria and receives a fee for publishing awards. Visit superratings.com.au for ratings information and to access the full report. © 2022 SuperRatings. All rights reserved.

The Heron Partnership (Heron) ratings are based on analysis of information such as product disclosure statements provided by third parties, as well as general market knowledge. Such information is considered to be accurate at the time a particular product is rated by Heron. However, Heron gives no guarantee or warranty and makes no representation as to the accuracy or correctness of any third-party information and accepts no responsibility for any inaccuracy or incompleteness in the third-party information provided to it. Heron makes no guarantee or warranty in relation to the investment component or rate of return of any product that it rates. The Heron ratings have been produced without taking into account an individual’s financial needs, circumstances and objectives. To the extent that the Heron ratings may constitute financial product advice, they are general financial product advice only, and any person should, before acting on such advice, assess the appropriateness of the advice having regard to their own financial situation and consult a licensed financial adviser before making any changes to their financial affairs. The reference to Heron and the inclusion of the Heron ratings logo has been authorised by Heron. The Heron ratings logo is a trademark of Heron. For details about The Heron Partnership’s ratings methodology refer to www.heronpartners.com.au.

Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AFS Representative Number 1280401 (2023). The scores produced by Chant West to derive the ratings are subjective scores that have been awarded based on data (including historical financial performance information) supplied by third parties. While such information is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such data. Chant West does not make any representation or give any guarantee or assurance as to the performance or success of any financial product based on the subjective ratings provided. Past performance is not an indication of future performance. The Chant West awards do not constitute financial product advice, however, to the extent ratings referred to in this document constitute advice, it is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale Clients only. Individuals 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. Individuals should obtain a copy of, and consider the PDS or offer document from the relevant fund provider before making any decision. Information provided is subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. Except for any liability which cannot be excluded, Chant West does not accept any liability whether direct or indirect, arising from use of the information. Full details regarding Chant West’s methodology, ratings definitions and regulatory compliance are available at www.chantwest.com.au. A financial Services Guide has been made available by Chant West through its website at www.chantwest.com.au