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SQM Research upgrades Spatium fund

Staff Writer29 November 2023
Colonial First State CFS Edge Wealth Management platform

Victoria-based boutique fund manager, Spatium has succeeded in having its Spatium Small Companies Fund upgraded by research and ratings house, SQM Research.         

Spatium said that the fund had been upgraded from an ‘Acceptable’ rating to 3.75 stars making it favourable for consideration on approved product lists (APLs).

In upgrading the fund, SQM noted the product as being innovative, with better drawdowns that the benchmark and much better than the peer average.

Commenting on the rating, Spatium Capital director, Nicholas Quinn said it vindicated the team’s adherence to a adherence to a rules-based process “that gives us the confidence to call ourselves Quant managers”

“Our Fund has remained committed to maintaining a high-turnover approach for the portfolio which has, in-turn, resulted in strong downside risk protection, lower volatility and a lower beta profile than the market,” he said.

Staff Writer

Staff Writer

Financial Newswire

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