Financial Adviser







Voted number one by financial advisers for the

fourth year in a row, view the full article here.

We provide the tools to enable you to deliver better outcomes for your clients, while streamlining processes and simplifying the demonstration of best interest duties.

Trial our research for two weeks Access the Managed Portfolios Guide

Investment Research

Access our unparalleled breadth and depth of qualitative research

Learn more

Investment Consulting

Learn how we can partner with you to create better investment outcomes

Learn more

Tailored Portfolios

Leverage our experience in portfolio construction and managed account structures to develop your own managed accounts solutions

Learn more

Managed Accounts

Outsource the core elements of portfolio construction to tap into the expertise and resources of a leading research house

Learn more

How we help financial advisers

Lonsec provides you with a full suite of investment product research, portfolio construction tools and managed portfolios, allowing you to optimise your clients’ investments and deliver high-quality, active investment solutions based on Lonsec’s best ideas.

1850+

Investment products reviewed and rated

400+

Meetings with fund managers every year

65+

Investment analysts in our research team

500

Combined years of industry experience

Latest news & insights

COVID-19 Correction Exposes Challenges for LIVs

Introduction Listed Investment Vehicles such as Listed Investment Companies and Trusts were under much scrutiny prior to the eruption of the current crisis to engulf markets. Casting our minds back only two months, the issue dominating this…
Read more
/ by Rui Fernandes
,

The impact of COVID-19 on ASX200 listed equities

Our Head of Listed Equities, Peter Green, takes a look at the impact of COVID-19 on equity markets, and highlights some of the companies that have benefited from the COVID-19 outbreak, as well as the ones that have been most adversely affected. Copyright…
Read more
/ by Peter Green

Pressure mounts on funds to revalue assets

In the wake of the large falls in listed market valuations for stocks, including listed property and infrastructure stocks which to date have seen pricing falls close to the same as broader equity markets, inevitably the disconnect with unlisted…
Read more
/ by Kevin Prosser
,

Media release: Lonsec extends full Managed Portfolio offering to BT Panorama users

Lonsec has partnered with BT Financial Group to make its suite of Listed and Retirement Managed Portfolios available on the BT Panorama platform. BT Panorama users now have access to all three of Lonsec’s Managed Portfolios, with the Multi-Asset…
Read more
/ by Gordon Toy
,

VIDEO - Lonsec Managed Portfolio Asset Allocation Update

With Lonsec now holding more frequent Asset Allocation Investment Committee meetings, CIO Lukasz de Pourbaix provides an update from his virtual office at home on the outcome of Lonsec’s out-of-cycle meeting held this week. Whilst Lonsec’s…
Read more
/ by Lukasz de Pourbaix

Bank hybrids hit by widening credit spreads

The listed income universe has not been immune to the recent market volatility that has engulfed global financial markets since the outbreak of the COVID-19 pandemic. Listed income securities covered by Lonsec have fallen 19% since early February…
Read more
/ by Jack Dunn

Oil market pain could spell opportunity

If you thought the coronavirus put an end to geopolitical maneuvering, you probably haven’t checked in on the oil market. The WTI spot price has fallen from its most recent peak of around US$74 per barrel in late 2018 to around $32 as at…
Read more
/ by Peter Green

Insights from our CIO – Markets in a Pandemic

This is a tough time for advisers and their clients. Many are still dealing with the fallout from the Australian bushfires and now we are in the midst of a global pandemic which has rocked markets and impacted the lives of everyone. Stating…
Read more
/ by Lukasz de Pourbaix

Which consumer sectors will be hit hardest by coronavirus?

Household consumption accounts for 56% of Australia’s GDP, making it the main engine of growth for the economy. When households cut back, the economy suffers, with flow-on effects to business and government in the form of lower sales and taxation…
Read more
/ by Lukasz de Pourbaix

Events

, ,

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…
Read more
/ by Lonsec

What our clients say

Do it – I did recently and now wonder why I took so long to make the decision to take up the IRate Research Platform. Regular training sessions (webinars), telephone support and friendly staff that know their product.

Lindsay WilsonFinassure Pty Ltd

The Lonsec managed portfolios have provided efficient and transparent portfolios that enable our clients to clearly understand what investments they own. They enable us as advisers to provide informed and detailed discussion about known investments.

Peter HastieStinson Hastie & Co

We use Lonsec’s expertise in our Investment Committee to drive our SMA portfolios. Importantly, the Lonsec team are great to work with. We have found that our relationship with Lonsec is based on trust and a collaborative, team approach to doing business.

Dr John MorrisonValant Capital Partners

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 21, 200 George Street, Sydney NSW 2000

Lonsec Melbourne
Level 7, 90 Collins Street, Melbourne VIC 3000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

© 2020 Lonsec Group All Rights Reserved

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.