Our investment product ratings are trusted by financial advisers

Investment product research and benchmarking

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

Fund reviews & ratings

Learn how a Lonsec rating gives financial advisers the information they need to recommend your investment product

Investment consulting

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

Become a Lonsec Retire Partner

The Lonsec Retire program gives you a direct voice to our financial adviser community on key retirement issues

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 our building Approved Product Lists.

News & Insights

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Private markets are opening up for retail investors, but it’s not an even playing field

Private markets have long been the domain of institutional investors. With benefits such as higher return potential, lower volatility, lower correlation to traditional listed assets, and enhanced diversification, it’s not hard to see why they…
/ by Deanne Baker
Super funds rebuild momentum in December quarter
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Super funds rebuild momentum in December quarter

Super funds are off to a positive start in the December quarter, regaining momentum following a rocky September and paving the way for double-digit returns for the 2019 calendar year. While markets have come under pressure in recent months,…
/ by Kirby Rappell

Lonsec number one among advisers for fourth year running

Lonsec has again been voted Research House of the Year according to an annual survey of financial advisers and fund managers conducted by and reported in Money Management magazine. Lonsec this year was considered highly regarded among advisers…
/ by Gordon Toy

Lonsec 2020 Award Winners Confirmed!

Congratulations to all of the award winners and finalists for this year's SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. Lonsec Disruptor Award Drawn from the Lonsec rated universe, products…
/ by Libby Newman
Super fund member searching for yield

Super funds in search of income as rates fall

Super funds have managed to push through a challenging quarter for markets, posting gains in September and recovering from August’s falls. Despite the recent volatility and geopolitical risks that have shaken global markets in recent months,…
/ by Kirby Rappell

When the market turns, the quality of your investment research is tested

One of the most common investment pitfalls is to back the current winner. All too often investors pile into the best performing share, asset class or fund manager over the past year in the hope that its success will be repeated. This type of…
/ by Gordon Toy

Lonsec Award Nominees Confirmed!

In addition to the SuperRatings honours, Lonsec will also present a number of awards recognising excellence across the broader wealth management industry: Lonsec Disruptor Award Drawn from the Lonsec rated universe, products or issuers who…
/ by Libby Newman

Finding good active managers pays off

Active management has fallen out of favour among investors, reflecting changing investor preferences and the scars of the Global Financial Crisis, which have led investors to shun stock pickers and more elaborate strategies in favour of lower-cost,…
/ by Richard Dalidowicz
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Risk measurements in retirement solutions

When accumulating savings for retirement, the investment objective is clear – to grow and maximise savings.
/ by Michael Elsworth

Events

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Lonsec Symposium 2020

Make sure you keep Tuesday, 5 May 2020 free in your diary for the Lonsec Symposium. It will be held at the International Convention Centre in Sydney. The Lonsec Symposium 2020 will feature leading speakers offering real insights and actionable…
/ by Lonsec
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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…
/ by Lonsec
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

What our clients say

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 Hastie Stinson Hastie & Co

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

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.