JANUARY 30, 2024

CVS Lane Funds score "Superior" rating from SQM Research

CVS Lane is pleased to advise that both its Property Finance Fund and First Mortgage Fund have received “Superior” High Investment Grade Four-Star ratings from renowned Australian rating house SQM Research.

The Star rating’s purpose is to act as a guide for dealer group research teams and investment committees, with the Funds deemed suitable for inclusion on the Approved Product Lists (APLs) of relevant investment houses. The ratings represent the first independent review of CVS Lane investment products.

SQM Research is one of the most highly regarded investment research houses in Australia, specialising in providing accurate research and data to financial institutions, investment professionals and investors. Run by highly respected professional analysts, SQM carries data and analytics on more than 10,000 funds.

In SQM Research’s view, both the CVS Lane First Mortgage Fund and Property Finance Fund have demonstrated “solid outperformance over longer-term periods when compared to target returns and particularly peers.”

Please contact Investor Services for more information about the SQM Research Reports. Please note the Reports are only available for wholesale investors.



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.


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