In recent times, we have witnessed the rapid rise in financial advisers using separately managed accounts (SMAs) in their clients’ portfolios, which is why Lonsec Research is once again rating diversified SMAs.
By rating SMAs, we can help give financial advisers confidence when recommending them to their clients, by providing them with access to trusted research on these popular products.
For providers, an SMA rating from Lonsec gives them the trusted rating they need to gain exposure to the growing pool of advisers using SMAs.
Like everything we do, our SMA ratings aim to support both advisers and fund managers in helping them and their clients make better investment decisions. In the latest Adviser Ratings Landscape Report, Lonsec was voted Best Research House by over 2,000 financial advisers, which means SMA providers and financial advisers can have confidence in our ratings.
To find out more about our SMA ratings, please contact your BDM.
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.
