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Independent financial advisers, dealer groups and advice licensees

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Fund managers with new or existing products for the Australian market

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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

Insights from our CIO: The big rotation

The US election has come and gone (almost) and markets have reacted positively to the likelihood of a Democrat President and a Republican Senate, which would be able to moderate Democrat policies such as tax increases on corporations and capital…
/ by Lukasz de Pourbaix

Research House of the Year 2020

Lonsec is very pleased to be able to announce that, for the 5th year running, we have once again been declared the overall winner of Research House of the Year. The award is the result of an annual questionnaire carried out by Money Management…
/ by Lorraine Robinson

Media release: Super recovery still underway as outlook improves

The recovery in superannuation continues as lockdown conditions gradually ease across the country and Australians prepare for a relatively normal summer, with fewer restrictions on gatherings and business operations. According to estimates…
/ by Kirby Rappell
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Introducing Lonsec Sustainable Managed Portfolios

Watch the recording. Many of you will be aware that your clients are increasingly seeking out investments that align with their personal values. Further to the launch of the Lonsec Sustainability Score, the Lonsec Sustainable Managed Portfolios…
/ by Lonsec

Media Release: Top KiwiSaver Schemes for 2021

SuperRatings has released its top-rated KiwiSaver schemes for 2021. Eight providers were awarded the ‘Platinum’ rating for 2021, with competition continuing to intensify among the Platinum and Gold bands. SuperRatings’ assessment criteria…
/ by Kirby Rappell

Weighing COVID-19’s mixed impact on global infrastructure securities

During the September 2020 quarter global infrastructure securities (+0.8% in AUD hedged terms) saw early gains almost negated and again underperformed the broader global equities index (+6.3% AUD hedged) for the fourth successive quarter. Unhedged…
/ by Kevin Prosser
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Media Release: Lonsec Managed Accounts add over $100M in October

Lonsec’s managed accounts have posted the fourth consecutive month of record growth in October, adding $100m in net inflows across its broad suite of diversified, retirement and listed portfolios. The results highlight the success of Lonsec’s…
/ by Gordon Toy
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Media Release: QSuper named Fund of the Year 2021

SuperRatings and Lonsec have announced the winners of this year’s Fund of the Year Awards, which was held virtually for the first time in the event's 18-year history. The Fund of the Year Award went to QSuper, which also took home the Pension…
/ by Gordon Toy

Insights from our CIO – Ignore the crowd and focus on your investment game plan

US elections, daily pandemic updates, and political scandals are dominating the news headlines. In this world of hyper-connectivity and a constant flow of information, investors must be focused on their game plan and learn to tune out the noise…
/ by Lukasz de Pourbaix
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

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The Future of Cryptocurrency

As the popularity of cryptocurrencies like Bitcoin and Ethereum grows, investors are becoming more curious about how these new digital assets work, what drives their value, and why blockchain and similar technologies are so powerful. In this…
/ by Lonsec
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Fidelity and Lonsec Retire webinar: Prudent Growth with Low-Volatility Equity Investing

In order to achieve retirement goals, or meet other investment objectives, many investors need the capital appreciation that equities can provide but are concerned about downside risk. Low-volatility equity investing provides clients with…
/ by Lonsec
Lonsec retire partner event November 12 with IML TALARIA ALLIANCEBERNSTEIN
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Lonsec Retire Partner Event - "Forget Normal: Solving the Income Challenge after COVID"

We’re told our COVID-normal world is just around the corner. But make no mistake, we will be living with the effects of unprecedented fiscal and monetary policy for years and likely decades to come. Investors must be prepared to…
/ 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…
/ by Lonsec
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The 18th Annual SuperRatings and Lonsec FOTY

Watch the recording of the awards session and panel discussion The 18th SuperRatings and Lonsec Fund of the Year Awards, was hosted virtually for the first time on October 29th and was attended by over 750 attendees. In…
/ by Lonsec
Lonsec and Franklin Templeton Retire Partner Event Sep 10
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Lonsec and Franklin Templeton Retire Event

Watch the replay of the webinar! "Solving The Retiree Problem" Australian retirees have a problem. With the COVID-19 pandemic pushing yields to historic lows, providing a sustainable income stream to meet client goals has never been more challenging…
/ by Lonsec



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