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Independent financial advisers, dealer groups and advice licensees

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Fund Manager

Fund managers with new or existing products for the Australian market

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Super Fund

Retail, not-for-profit and corporate superannuation funds

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DIY Investor

Self-directed investors
and SMSF trustees

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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

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Why Invest in Real Estate?

Real estate offers potential diversification away from traditional stocks and bonds, stable income, the possibility of capital appreciation and has historically offered inflation protection. The average Australian retiree is likely to have exposure…
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/ by Invesco

Exciting new Portfolio Construction features now available in iRate

Super Fund Research now available in Portfolio Construction & new portfolio reports Lonsec has released further major enhancements to the portfolio construction and quantitative analysis tools for iRate subscribers, with additional new…
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/ by Casey Brown

Super funds face a high bar in 2020

Super members have every reason to be optimistic about 2020, but when it comes to a repeat of 2019’s double-digit returns, it would be wise to temper expectations. According to estimates from leading research house SuperRatings, 2019 was…
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/ by Gordon Toy
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Super funds give consumers solace during tough 2019

Super funds are on track to finish 2019 with the strongest returns in years, defying fears of a market fade in the final quarter. While market conditions have been challenging, investors have not yet succumbed to the negative economic headlines,…
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/ by Kirby Rappell
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Top Value for Money KiwiSaver Schemes

On the back of the 2019 KiwiSaver product ratings, SuperRatings is pleased to provide a list of the top 10 providers on a Net Benefit basis across Conservative, Balanced and Growth funds. The Net Benefit figures have been calculated using investment…
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/ by Kirby Rappell
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2019 ends with a ‘mini-cycle’

Markets continued their upward trajectory in November. When you look at the returns across key asset classes over the last 12 months most asset classes have generated double digit returns. Growth assets such as equities and listed real assets…
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/ by Lukasz de Pourbaix
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Lonsec helps investors through the ESG maze

Lonsec has partnered with specialist data provider Sustainable Platform to enable its research users to assess the social and environmental sustainability of their clients’ investments. Lonsec will continue to assess fund managers’ processes…
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/ by Gordon Toy

Income generation - but not at the expense of capital loss

In our first paper: “Balancing the Needs, Challenges and Dilemmas of Retirement Investing”, we noted that Income generation isn’t as easy as it once was. The fact retirees require income needs no explanation. How should we think about…
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/ by Talaria
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APRA heatmaps should be put on ice

The question no-one wants to ask is – Why are APRA collecting, interpreting and then publishing information in the public domain? The answer is simple – They shouldn’t be! Instead of regulating, APRA are now trying to play the shame…
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/ by Jeff Bresnahan
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

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Lonsec Symposium 2020

Make sure you keep Tuesday, 5 May 2020 free in your diary for the Lonsec Symposium. It will be held at the International Convention Centre in Sydney. The Lonsec Symposium 2020 will feature leading speakers offering real insights and actionable…
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/ by Lonsec
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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…
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/ by Lonsec
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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…
Read more
/ by Lonsec



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Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 21, 200 George Street, Sydney NSW 2000

Lonsec Melbourne
Level 7, 90 Collins Street, Melbourne VIC 3000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

© 2020 Lonsec Group All Rights Reserved

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.