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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

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Things look positive, but the biggest risk is complacency

The recent increased number of Covid-19 cases in Australia and in some parts of the globe highlights how quickly things can change and why it is critical that your portfolios are diversified and have some protection. Markets have continued…
/ by Lukasz de Pourbaix
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Media release: Stellar FY21 returns as super funds deliver for their members

The 2021 financial year saw a rapid recovery from the economic downturn, followed by ongoing growth as confidence soared on the back of the development of COVID-19 vaccines. This led to the hope of a return to a more normal lifestyle, with superannuation…
/ by Kirby Rappell
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Lonsec Sustainable Managed Accounts added to Netwealth

We are very happy to advise that Netwealth has added Lonsec's Sustainable Managed Accounts to their menus.  The Lonsec Sustainable Managed Accounts complement our existing range of managed accounts available on Netwealth -  Lonsec Listed Managed…
/ by Dylan Pike

Media release: Super Funds Deliver over $300 Billion to Members in FY2021

Super funds set to finish the financial year on a high SuperRatings has released preliminary performance figures for superannuation fund performance for the period to 30 June 2021, with member accounts on track to balloon by over $300 billion. Though…
/ by Dylan Pike
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Market Overview and Positioning Update

Following Lonsec’s Asset Allocation Investment Committee meeting in June, we asked Chief Investment Officer Lukasz de Pourbaix to give us an update on his views of the current market drivers and challenges, and how these impacted Lonsec’s…
/ by Lukasz de Pourbaix

Media Release: Super Funds on Track for Double-Digit 2021 Financial Year Performance

Super fund recovery maintains momentum May continues the recovery in superannuation with another month of steady performance figures, as confidence remained high despite lagging vaccinations and snap lockdowns. According to SuperRatings’…
/ by Kirby Rappell
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Why the recent movement in the yield curve matters

The yield curve shows how yields for bonds of the same credit rating, typically government bonds, differ based on maturity date. It sounds simple and yet from this curve one can glean insights into market expectations of inflation, economic…
/ by Ron Mehmet
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Office Property: From Boom to Bust?

Pre-pandemic, Australian office market fundamentals were solid and in high demand from both investors and tenants. This was supported to a large extent by high population and employment growth, significant infrastructure spending by governments…
/ by Lonsec
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Redesigning your practice with Managed Accounts

Lonsec works closely with advisers to build solutions that enhance a practices ability to serve clients, while building greater operational efficiencies. As innovators in managed accounts, we've always believed in their power to transform an…
/ by Lonsec
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

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Navigating Sustainable and ESG investments with your clients

RECORDING AVAILABLE As awareness and demand for Sustainable and ESG investment solutions grow, Advisers need to have the confidence to successfully navigate this conversation with their clients. Investors may still be caught in the mindset…
/ by Lonsec
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Lonsec and Pendal Retire Event - Equities, Impact and ESG

This event had passed. Please register to watch the On-Demand. CPD Points are available for On-Demand. Synopsis: If last year was about managing fast and frequent change, 2021 is about adjusting to an ever-shifting investment…
/ by Lonsec
Lonsec Symposium 2021 - UNBREAKABLE
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View Recording: Lonsec Symposium 2021

Thank you to those of you who joined Lonsec Symposium. We hope you found the sessions useful and informative, and we would love to hear your feedback on the event. For those of you who were unable to attend or tune-in live, we have made the…
/ by Lonsec
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Sustainability Webinar: Satisfying your clients' desire to invest according to their values

This event had passed. Please register to view the recording. Synopsis As ESG, Responsible, and Sustainable Investing evolve from a niche consideration to mainstream practice, advisers are increasingly asking how they can ensure…
/ by Lonsec
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Fidelity and Lonsec Retire webinar: Prudent Growth with Low-Volatility Equity Investing

This event has already passed. Watch the recording now. Synopsis 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…
/ 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"

This event has already passed. Watch the recording now.     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…
/ 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

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.