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Managed Funds Research

Subscribers to Lonsec’s Managed Funds Research receive (con't):

  • Twelve core managed fund model portfolios, including both traditional and alternative assets, across six risk profiles
  • A range of publications including the Month in Review, the Quarterly Outlook, and Investment Perspectives
  • Daily Research Bulletin, with review updates and a market wrap
  • Property & Infrastructure reseach more detail
  • Agribusiness research more detail

User-friendly interface

The Lonsec website has been designed to make finding the right investment products for your clients a quick and easy process.

Fund reports are readily accessible, and our search and filter tools assist you to find the right product and the appropriate tax structure for your clients.

Portfolio Builder
Lonsec’s portfolio Builder enables you to select and blend different funds from Lonsec’s universe of recommended funds to optimise risk and return more detail

Fund Snapshot
Fund performance summary provided by fund managers sample
Fund Profile
One-page profile of each fund, suitable for inclusion in financial plans for clients sample
Fund Update
One-page synopsis report, providing details of rating rationale, investment process and performance analysis sample
Fund Review
A detailed multi-page qualitative and quantitative review assessing the relative attractiveness of individual funds sample


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