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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

Reporting Season Update - August 2020

Unsurprisingly the impact of COVID-19 was the main discussion point during this August reporting season, with many companies focused on getting through the current environment and preparing or modifying their business models to succeed in the…
/ by Lonsec

How to set your Strategic Asset Allocation during a crisis

Strategic asset allocation (SAA) is a critical element of your investment strategy. It refers to how much of your capital you allocate across various asset classes when taking a long-term view of your portfolio. SAA drives the bulk of your risk…
/ by Lukasz de Pourbaix

Insights from our CIO - Winners and losers

It has been an interesting month in markets. The S&P 500 Index reached 12 month highs with markets brushing off March’s COVID-19 panic. There have been many discussions about how narrow the rally has been in that a handful of stocks have…
/ by Lukasz de Pourbaix

Media release: ESG confusion harms investors and the planet

A lack of clarity around environmental, social and governance (ESG) approaches to investing is creating confusion and making it harder for end investors to choose an investment product that fits their objectives and values. Leading investment…
/ by Gordon Toy

3 questions you must ask when selecting an ETF

As the ETF market expands, Australian investors are able to take advantage of new investment product innovations, implement a range of different strategies, and gain exposure to different markets and sectors. The depth of the ETF market has…
/ by Peter Green

Rise of the boutique ETF providers

The ETF market in Australia remains buoyant despite the ravages of COVID-19, with total FUM at 31 March 2020 of close to $57b, up 24% year-on-year despite the severe market sell off in March. Much of this growth has been driven from strong product…
/ by Peter Green

A golden rule of hedging

Gold has been in the headlines over the last couple of weeks, as the price of gold has recently surpassed the much anticipated $2,000 per ounce mark. The gold spot price is up approximately 26% in USD for the year as at 30 June 2020 compared…
/ by Lukasz de Pourbaix

Super funds close to recouping losses, but pandemic risks remain

Super funds have started the new financial year with some positive momentum but face a period of stark uncertainty as Australian cases of Covid-19 rise and Victoria enters harsher lockdown conditions. While we have seen stabilisation in markets,…
/ by Gordon Toy

The income conundrum for retirees in a post-COVID world

With central bankers around the world committing to keep interest rates low for many years to come, this creates an issue for retirees looking for income. Traditional defensive assets such as cash and fixed income which typically form a large…
/ by Fidante Partners

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the 18th SuperRatings and Fund of the Year Awards

The 18th Annual SuperRatings and Lonsec FOTY

We are pleased to invite you to the 18th SuperRatings and Lonsec Fund of the Year Awards, to be hosted virtually for the first time. In a year of momentous change and disruption, it is critical that we continue to connect…
/ 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
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

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.