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Use our leading research tools to benchmark your investment product across a wide range of qualitative and quantitative criteria

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Fund reviews & ratings

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Our investment consultants can help you put the right structures and processes in place to support your product’s investment objectives

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How we help Fund Managers

We help fund managers develop investment products that better fit the needs of financial advice clients through our rigorous ratings and review process, our extensive qualitative research, and by partnering with you to enhance your fund’s governance framework, investment process, and other key qualitative factors that financial advisers look for when recommending products or building Approved Product Lists.

News & Insights

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Fixed Income and TD’s – How advisers can think about client portfolios

Marc Hraiki, Executive Director of Sales and Service, chats with Ron Mehmet, Portfolio Manager - Tailored Investment Solutions, about term deposits, bonds and how advisers can use them in their clients' portfolios. Important Notice: This…
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/ by Ron Mehmet
offshore wind turbines farm on the ocean
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Lonsec Sustainable Managed Portfolios - Q3, 2023

The Lonsec Sustainable Managed Portfolios contributed most to the following United Nations Sustainable Development Goals (UN SDGs): SDG 3 Good Health & Well Being, SDG 7 Affordable & Clean Energy, SDG 8 Decent Work & Economic Growth,…
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/ by Deanne Baker
skyscrapers and city in evening
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Lonsec Multi-Asset Managed Portfolios - Q3, 2023

With equity and bond markets both retracing for the quarter, the Lonsec Multi-Asset portfolios delivered negative absolute returns, however they delivered strong relative performance, outperforming the peer group over the quarter and for…
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/ by Deanne Baker
Photo of active happy seniors on a mountain
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Lonsec Retirement Managed Portfolios - Q3, 2023

The Retirement portfolios maintain a slight defensive bias. The business cycle is entering a more challenging period, with tighter financial conditions and softening consumer trends presenting headwinds for growth assets in particular. We have…
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/ by Deanne Baker
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Lonsec Listed Managed Portfolios Update – Q3, 2023

Despite the market sell-off in September, rolling year portfolio returns remain positive, and ahead of the Benchmark, for Lonsec’s Listed Managed Portfolios, which is good to see after a difficult 2022, with portfolio returns ranging from…
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/ by Danial Moradi
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Lonsec Sustainability Report

The past decade has seen enormous growth in the number of sustainable investment products, with many advisers and their clients looking for guidance on how to evaluate these funds’ objectives and holdings. Since the launch of the Lonsec Sustainability…
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/ by Lorraine Robinson
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Super Fund of the Year Finalists Announcement

SuperRatings is pleased to announce the Super Fund of the Year Awards finalists. This year’s event reflects our commitment to evolve with the industry as we have joined with Super Review and Momentum Media as the exclusive Research Partner…
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/ by Kirby Rappell
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A (corporate) bond renaissance

After a decade of record-low bond yields, fixed income has been making a comeback this year. In Australia, when advisers and investors think of fixed income, they mostly think of term deposits and government bonds, but corporate bonds also make…
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/ by Ron Mehmet
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Money Management 35th Annual Fund Manager of the Year Awards 2023 - Winners Announced

Congratulations to all the winners and nominees for this year’s Fund Manager of the Year Awards. For Lonsec and Money Management, these awards are a celebration of the very best of the funds management industry and we will recognise the very…
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/ by Lonsec

Events

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Lonsec Webinar Series - Deciding between Term Deposits, Fixed Income and Annuities

Join experts from Lonsec, Janus Henderson, and Challenger for an exclusive 45-minute webinar, hosted by Lonsec, to delve into the challenges and trends shaping the Fixed Income landscape. Our aim is to provide you with a well-rounded understanding…
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/ by Lonsec
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Lonsec Managers in Focus - Passive ETFs

Recording is now available. The Australian ETF sector continues to grow strongly with over 20 new ETFs launched this year alone and the sector closing in on $150 billion in funds under management. Whether your clients are seeking enhanced income,…
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/ by Lonsec
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Lonsec Symposium 2023 - Back to Basics

The recording is now available. Synopsis Following a sell-out event last year, we are again bringing together leading fund managers, commentators, and industry participants to discuss the investing outlook as we go ‘Back to Basics’. During…
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/ by Lonsec
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Lonsec Managers in Focus | Unlisted Property

In the wake of central banks rapidly hiking interest rates to combat inflation, listed property markets experienced a spike in volatility and have been heavily sold-off. By contrast, unlisted property has held up relatively well despite the…
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/ by Lonsec
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Lonsec Sustainability Webinar: New insights on talking ESG with your clients

RECORDING IS NOW AVAILABLE In one of our recent surveys, we asked advisers if they felt adequately prepared to discuss ESG investing options with their clients, and only 25% responded that they were. With ESG investment options growing exponentially…
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/ by Lonsec
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Lonsec Retire Webinar: Volatility and the Impact of Sequencing Risks in Investment Portfolios

RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios…
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/ by Lonsec
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Lonsec Sustainability Webinar | Green Washing: What is in a name?

RECORDING IS AVAILABLE With ASIC recently issuing new guidance to fund issuers on how to avoid greenwashing, it is now more important than ever to discuss how managers can avoid distorting the environmental, sustainable or ethical credentials…
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/ by Lonsec
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Lonsec Insights: Global Equities Manager in Focus

RECORDING IS NOW AVAILABLE With global equity markets experiencing protracted volatility as they attempt to price in expectations on interest rates, it is now more important than ever to understand how fund managers are navigating this volatility…
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/ by Lonsec
Lonsec Fund Managers Corporate Update
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Lonsec Retire Webinar - Rising Interest Rates: Understanding the Risk for Retirement Portfolios

RECORDING is now available. See below. With interest rates rising for the first time in ten years, there is uncertainty as to where this will land – and what this means for retirement portfolios. While interest rate rises will be a welcome…
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/ by Lonsec
1,500+

Investment products reviewed and rated

500+

Meetings with fund managers every year

65+

Investment analysts in our research team

What our clients say

Do it – I did recently and now wonder why I took so long to make the decision. Regular training webinars, telephone support and friendly staff who know their product.

Lindsay WilsonFinassure Pty Ltd

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

Contact us

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

Lonsec Sydney
Level 39, 25 Martin Place, Sydney NSW 2000

Lonsec Melbourne
Level 33, 120 Collins Street, Melbourne VIC 3000

Lonsec Adelaide
Suite 3, Level 2, 12 Pirie Street, Adelaide SA 5000

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

Important Documents

© 2023 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.