Fund ratings
Zagga, a fully licensed boutique, non-bank lender and investment manager, has received multiple positive ratings from independent investment firms.
VERY STRONG | Foresight Analytics
Foresight Analytics & Ratings has recently completed an initial rating assessment of the Zagga CRED Fund.
The Fund has been assigned a VERY STRONG rating, indicating a very strong level of confidence that the Manager can deliver a risk-adjusted return in line with its investment objectives.
The material contained in this document has been prepared solely by Foresight Analytics and Ratings Pty Ltd under Australian Financial Services Licence No. 494552. The material contained in this document is for general information purposes only, and individual financial positions, objectives and circumstances have not been taken into consideration. The information contained in this material should not be acted upon without obtaining advice from a licensed investment professional. It is neither an offer to sell nor a solicitation of any offer to purchase and /or sale of any securities in an investment product or managed investment scheme, derivative, index, or financial instrument, nor is it an advice or a recommendation to enter into any transaction. No allowance has been made for transaction costs or management fees, which would reduce investment performance. Any investment in a financial product or fund involves a degree of risk. Actual results may differ from the reported performance. It is important to note that past performance is not an indication of future performance.
"The Manager is well-placed from a resources perspective to achieve its growth ambitions. It is also very well placed from a system, processes, structural perspective to do so – Zagga is an institutional grade manager. It's growth strategy is, just like its lending, inherently conservative – just the way Foresight likes it in private debt."
4-star 'SUPERIOR' | SQM Research
For the fourth consecutive year, the Zagga Investments Lending Trust (ZILT) has been awarded a 4-star, SUPERIOR rating by SQM Research (SQM).
According to SQM, the key contributing factors for this rating are deep levels of investment experience, strength of company tenure and cross-functional expertise of the team.
“SQM notes that Zagga’s due diligence is critical to the credit assessment and pricing of the underlying loans. The risk management framework is embedded in the loan approval process and ongoing monitoring of loans.”
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
Learn more about our Funds
Pooled fund
For investors looking to invest via the security of a lending trust, Zagga’s pooled funds offer investors a fractional ownership interest of the Fund’s interest in the Trust’s underlying assets, proportionate to the investor’s investment in the Fund.
Unitised fund
For financial advisors looking to increase their clients’ allocation to private debt, the Zagga CRED Fund provides a compelling alternative to earn regular, determinable income.