Trial our research for two weeks

In today’s world, providing financial advice that meets your client’s best interest requires a deep understanding of how individual investment products compare.

Lonsec’s award-winning investment research lets you go beyond past performance to filter and compare financial products based on the key qualitative characteristics that drive future outcomes and help you meet your client’s objectives. Our portfolio construction tools are designed to allow you to compare a clients existing portfolio against another product, or a model portfolio.

Trial our research on iRate® for two weeks and access:

  • Coverage of more than 10,000 managed funds with ratings reports on more than 1,250.
  • Coverage of more than 600 Super Fund products and 6000+ investment options.
  • ASX 200, ETF’s, LIC’s and LIT’s
  • Comprehensive asset allocation data for industry and retail superannuation funds
  • A range of model portfolios built and maintained by Lonsec’s highly experienced investment committee.
  • Customisable portfolio reporting tools.
  • Daily Bulletin providing market updates and advising of rating changes
  • Personalised reporting available for equity or managed funds coverage

Request a Trial

Managed Funds Research

  • Fund Reviews, ratings and announcements and daily commentary
  • Export quantitative data on 10,000 + funds
  • Access manager selection expertise across a range of risk profiles

Equities & listed product research

  • Research covering all ASX 200 shares and listed securities
  • Corporate action and IPO research
  • Shares identified as growth or income generating
  • Specialist research and analysis of ASX listed income securities (hybrids)
  • Coverage of ETF’s

Super fund research

  • Research covering 600 superannuation products across over 300 fund characteristics
  • Fund Snapshots available for 6,000 + investment Options covering MySuper, Member Choice and Pension
  • Comparison tool to effectively compare products on key metrics

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.