Experts in investment research, consulting and managed accounts

For information tailored to you, let us know who you are

I am a…

Financial Adviser

Independent financial advisers, dealer groups and advice licensees

Fund Manager

Fund managers with new or existing products for the Australian market

Super Fund

Retail, not-for-profit and corporate superannuation funds

DIY Investor

Self-directed investors
and SMSF trustees

Who we are

Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals. Our business encompasses managed investments, listed securities and superannuation research, awards and ratings, portfolio consulting, managed accounts and data and analytics. The Lonsec group is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to our investment and advice solutions.

Latest news & insights

COVID-19 Correction Exposes Challenges for LIVs

Introduction Listed Investment Vehicles such as Listed Investment Companies and Trusts were under much scrutiny prior to the eruption of the current crisis to engulf markets. Casting our minds back only two months, the issue dominating this…
/ by Rui Fernandes
,

The impact of COVID-19 on ASX200 listed equities

Our Head of Listed Equities, Peter Green, takes a look at the impact of COVID-19 on equity markets, and highlights some of the companies that have benefited from the COVID-19 outbreak, as well as the ones that have been most adversely affected. Copyright…
/ by Peter Green

Pressure mounts on funds to revalue assets

In the wake of the large falls in listed market valuations for stocks, including listed property and infrastructure stocks which to date have seen pricing falls close to the same as broader equity markets, inevitably the disconnect with unlisted…
/ by Kevin Prosser
,

Media release: Lonsec extends full Managed Portfolio offering to BT Panorama users

Lonsec has partnered with BT Financial Group to make its suite of Listed and Retirement Managed Portfolios available on the BT Panorama platform. BT Panorama users now have access to all three of Lonsec’s Managed Portfolios, with the Multi-Asset…
/ by Gordon Toy

Managed Accounts Portfolio Update - 27 March 2020

Lonsec’s Current Positioning Slight underweight to risk assets, in particular Australian and Global equities, with a view to adding back to risk assets as valuation opportunities arise. Slight overweight to real assets and alternatives…
/ by Deanne Baker
,

VIDEO - Lonsec Managed Portfolio Asset Allocation Update

With Lonsec now holding more frequent Asset Allocation Investment Committee meetings, CIO Lukasz de Pourbaix provides an update from his virtual office at home on the outcome of Lonsec’s out-of-cycle meeting held this week. Whilst Lonsec’s…
/ by Lukasz de Pourbaix

Bank hybrids hit by widening credit spreads

The listed income universe has not been immune to the recent market volatility that has engulfed global financial markets since the outbreak of the COVID-19 pandemic. Listed income securities covered by Lonsec have fallen 19% since early February…
/ by Jack Dunn

Oil market pain could spell opportunity

If you thought the coronavirus put an end to geopolitical maneuvering, you probably haven’t checked in on the oil market. The WTI spot price has fallen from its most recent peak of around US$74 per barrel in late 2018 to around $32 as at…
/ by Peter Green

Which consumer sectors will be hit hardest by coronavirus?

Household consumption accounts for 56% of Australia’s GDP, making it the main engine of growth for the economy. When households cut back, the economy suffers, with flow-on effects to business and government in the form of lower sales and taxation…
/ by Lukasz de Pourbaix
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

, ,

Irate Training Webinar

Lonsec Irate Training Schedule Did you know Lonsec offers a weekly training webinar to help you get most out of your iRate Subscription?  This rolling weekly webinar program includes sessions which provide an overview of iRate, Lonsec's…
/ by Lonsec



Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.