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Money Management 38th Annual Fund Manager of the Year Awards 2026 – Winners Announced

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The annual Fund Manager of the Year Awards, held in partnership with Money Management, showcases the industry’s top performers, including leading fund managers, boutique funds, emerging managers and innovators. As the exclusive research partner for the awards, Lonsec brought its expertise to judging 25 group award categories, recognising the very best in the funds management […]

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Media releases, News, SuperRatings

Media release: Funds ride out market storms to deliver another year of strong returns

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For the fourth consecutive year, superannuation funds have delivered strong returns to their members, with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.2% over the month of June, bringing the return for the year to 30 June 2026 to an estimated 9.1%. This result arrives largely off the back of

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News, Real Assets

Moving up the curve: The changing investor playbook in infrastructure

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Payal Vasa, Manager, Real Assets, Lonsec While infrastructure itself is evolving as an asset class, we also note a change in investor behaviour. In the past, investors largely focused on core infrastructure: assets like toll roads and regulated utilities that provided steady, predictable income. However, strong demand for these assets has pushed valuations higher and

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Media releases, News, SuperRatings

Media release: Super delivers strong May return

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Super funds delivered positive returns in May, with leading superannuation research house SuperRatings estimating the median balanced option returned 2.1% to members over the month. This result, which was largely driven by a tech-led rally in international shares, builds on the 2.6% gain observed in April and means that funds have now fully recovered from

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Media releases, News

Media release: Lonsec launches new governance solution to support investment oversight

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FOR IMMEDIATE RELEASE 4 June 2026 Melbourne, Australia – The Lonsec Investment Governance Solution (IGS) is a new capability designed to help compliance and governance teams, research functions and investment teams strengthen oversight, respond earlier to emerging risks and maintain clear, defensible audit trails. As investment governance expectations intensify, it has become essential to demonstrate

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Global Equities, News

Navigating a narrowing market: Concentration, leadership and the active risk dilemma

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Hong Hon, Manager, Global Equities, Lonsec The current global equities environment is increasingly defined by an uncomfortable paradox – the performance of broad benchmarks that appear diversified on the surface are being driven by an ever-narrowing set of stocks, sectors and countries. This dynamic is evident across both the MSCI World and MSCI Emerging Markets

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News, Real Assets

Infrastructure: From defensive allocation to structural growth

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Payal Vasa, Manager, Real Assets, Lonsec Infrastructure has typically been used as a defensive part of portfolios, mainly for income and diversification. While that hasn’t changed, the role it plays is starting to broaden. It is now also being looked at as a source of growth, supported by a few clear long-term trends. Digitalisation At

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Media releases, News, SuperRatings

Media release: Returns searching for hope of Iran War resolution

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The announcement of an uneasy US-Iran ceasefire in early April helped drive some recovery within markets and benefited Super Fund returns in April. Leading superannuation research house SuperRatings estimates a gain of 2.6% for the median balanced option over the month of April, recovering much of the -3.2% loss recorded in March. “Global markets ended

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