Lonsec provides financial advisers with in-depth, quality managed funds research, spanning a range of traditional and
alternative asset classes, including:
- Australian equities funds – large cap, small cap, SRI, indexed and concentrated
- Global equities funds – large cap, small cap, sector, regional, SRI and indexed
- Income funds – fixed interest, mortgage, alternative income
- Multi-manager funds
- Diversified funds
- Property Securities funds, domestic and global
- Infrastructure securities
- Structured products
- Private equity funds
- Hedge funds – long/short, fund of funds and single manager
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Subscribers to Lonsec’s Managed Funds Research receive:
- Web-based information - research delivered via our secure internet site more detail
- The Lonsec Recommended List, our ratings of more than 850 managed funds more detail
- Fund Reviews, comprehensive reports on the findings of our thorough qualitative analysis of funds relative to others in that
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- Fund Updates, qualitative research reports on our rated funds, updated quarterly sample
- Fund Profiles, quantitative reports on over 7,700 funds
- Executive summaries of Lonsec sector reviews, with an update of each asset class, and funds reviewed in that sector
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Daily Bulletin
An update of fund reviews and any changes impacting funds, plus a market wrap
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Month in Review
Review of the economy and markets sample
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Quarterly Outlook
Tactical positions for asset classes, drawing on the expertise of Lonsec and leading funds management organisations
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Investment Perspectives
Published whenever an event impacting a fund or its manager warrants timely comment or action
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