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Beware of fraud attempts and impersonation scams

Fraudulent messages and advertisements are increasingly circulating on messaging platforms and fake websites. These scams often impersonate investment management firms or their professionals and may promote fake documents related to various financial products. 

Scammers commonly use tactics such as unsolicited mobile messages, third-party messaging apps, phishing emails, cold calls, or fake websites. Their goal is to entice you to invest in false products that misuse an investment manager's name or logo. 

Ausbil reminds you to carefully verify the authenticity of all communications before you act. You can do so by contacting Ausbil here. This includes content on websites, social media, emails, text messages, or third-party apps that claim to be issued, authorised, or connected to Ausbil, its affiliates, or its employees.

Researcher and Certification Disclaimers
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Researcher and Certification Disclaimers

Zenith Disclaimer

The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned November 2024, March 2025 and June 2025), 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. 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. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at https://www.zenithpartners.com.au/RegulatoryGuidelines

Lonsec Disclaimer

Rating and logo published on October 2025 for APIR AAP0103AU, AAP0002AU, AAP3940AU, AAP3656AU, AAP0008AU, AAP8211AU, November 2025 for APIR AAP0104AU, AAP5529AU, AAP0007AU, AAP8285AU, AAP0001AU, January 2026 for APIR AAP3601AU, AAP3254AU, AAP8831AU, AAP0147AU are issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research) for use in Australia only. Ratings and logos are general advice only and have been prepared without taking account of investor objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating and/or logo is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings and logos are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for further information and to access the full report. © 2026 Lonsec Research. All rights reserved.

RIAA Certification Disclaimer

Ausbil is a member of the Responsible Investment Association Australasia (RIAA).

RIAA’s RI Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that Ausbil Active Sustainable Equity Fund adheres to the strict operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product. The Certification Symbol is a Registered Trademark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and Ausbil Active Sustainable Equity Fund’s methodology, performance and stock holdings can be found at https://www.responsiblereturns.com.au, together with details about other responsible investment products certified by RIAA.

The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.

Zenith Fund Award Disclaimer

The Zenith Fund Awards were issued 30 October 2020 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.