Frequently Asked Questions & Tips
FAQ
- ★ Do the income returns we show on reports and the iRate User Interface include franking credits?
- Which month do I select in time-series portfolios?
- How is portfolio performance calculated in Portfolio Construction?
- Can I download a Custom Report in iRate
- DDO - what information is available
- Are the fees considerate of the different platforms?
Tips
Understanding our different research
- ASX Equities: our research process
- Listed Income: What are risk assessment categories?
- Listed Income: How is risk assessment determined?
- Listed Income: Understanding the Yield and Maturity Charts
- Listed Income: How often is the data updated?
- Super Funds: What is your ratings methodology?