Broad coverage across listed and unlisted products
Traditional managed funds
Our detailed fund reviews focus on forward-looking qualitative factors such as the fund’s people, investment process, portfolio construction expertise and risk management, based on face-to-face interviews with those directly responsible for the fund’s performance.
Exchange Traded Products
Our fund reviews and ratings methodology have been adapted to a range of different listed structures, including Exchange Traded Funds (ETFs), Listed Investment Companies (LICs), Listed Investment Trusts, and mFunds.
ASX 200 shares
Our direct equities research goes beyond the standard Buy/Sell/Hold model to explain how individual shares can be used in your portfolio to generate income or grow your client’s wealth.
Listed and direct property
Lonsec’s property research covers listed products such as Australian and global Real Estate Investment Trusts (REITs), listed infrastructure funds, and direct property investments.
Superannuation funds and investment options
Lonsec’s multi-asset fund research covers individual superannuation fund options, while users can access fund-level research covering key factors such as investment performance, governance, member servicing and fees.
Hybrids and alternative assets
Lonsec’s hybrid and alternative product research lets users get under the hood to understand how each product works and how they can be implemented in a portfolio, whether it’s managed futures, hedge funds, private equity or infrastructure.
Investment products reviewed and rated
Meetings with fund managers every year
Investment analysts in our research team
Years of combined industry experience
Face-to-face meetings with investment managers
Lonsec’s team of over 40 analysts commit to face-to-face meetings with investment teams throughout the world, giving us insights into the global trends impacting fund flow and manager behaviour.
Trial our research
Our award-winning investment product research and portfolio construction tools are available via our iRate® platform.
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.