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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 or building Approved Product Lists.

News & Insights

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Manager in Focus - Australian Equities

Welcome to the first in a new Lonsec Insights series called Manager in Focus. Manager in Focus aims to demystify the investment process and give access to the brightest minds in Australia’s investment community. In this first Manager in…
/ by Peter Green

The growth of General Partner led secondaries

Secondary investments refer to the buying and selling of an investors interest and unfunded commitments in pre-existing private equity funds. Given the absence of an established trading market, the transfer of interests in private-equity funds…
/ by James Kirk

The evolution of trend following strategies - all roads lead to non-traditional markets

Trend following strategies have undergone notable evolution in their programmes over time. We discussed these changes, the motivation driving them, and their overall programme impacts in our 2019 Alternatives Sector Review. Market expansion,…
/ by Clinton Alexander
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On the Road to Net Zero by 2050

Across the financial services industry there are a number of key themes that are ongoing and emerging, including regulatory and legislative change, challenges of a pandemic environment, distribution channels and the rising focus on ESG and sustainability…
/ by Tony Adams

Media release: Winners confirmed!

Lonsec and SuperRatings have announced the winners of this year’s Fund of the Year Awards, which were held virtually for the second year in a row. The Lonsec Manager of the Year was awarded to First Sentier Investors in recognition of their…
/ by Rob Hardy

Media release: Fund of the Year Award Nominees Announced

Lonsec and SuperRatings are pleased to announce the nominations for this year's Lonsec and SuperRatings Fund of the Year Awards. With 18 categories, the awards emphasise Lonsec and SuperRatings’ commitment to recognising the best providers…
/ by Rob Hardy

Insights from our CIO: Feel the heat

August was another strong month for equity markets however some storm clouds have reappeared amidst the collapse of Evergrande, one of China’s biggest property developers, as the Chinese government sought to stem excessive borrowing leaving…
/ by Lukasz de Pourbaix

Media release: Superannuation is bigger than just returns

The assessment of performance of superannuation funds has gained traction over the past month, with the release of the government’s first superannuation performance test findings. When deciding to switch funds, it is easy to be swayed by investment…
/ by Kirby Rappell

With rates close to 0%, why bother with fixed income?

According to a report in Bloomberg recently, while Vanguard data show a portfolio with 60 equities/fixed income mix returned an average 9.1% a year from 1926 to 2020, JP Morgan Asset Management recently estimated it will return just 3.7% over…
/ by Veronica Klaus

Events

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UNPACKING THE ‘S’ IN ESG

Lonsec Sustainability Webinar - Unpacking the 'S' in ESG As ESG investing becomes more mainstream, Advisers and their clients have built a good understanding of Environmental and Governance risks but the ‘S’ – Social – in ESG…
/ by Lonsec
SuperRatings and Lonsec Fund of the Year Awards 2021
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Lonsec and SuperRatings Fund of the Year Awards 2021

REGISTRATION NOW OPEN Event details Date: Thursday 28 October, 3:00 PM The event will be held virtually, but the awards continue to be very real. As the pandemic environment has posed ongoing challenges across investment markets and…
/ by Lonsec
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Lonsec Retire Webinar: Why income from equities is increasingly important for retirement

With interest rates at historic lows and likely to remain so, many investors rely on equities for generating income from their portfolios. From our discussions with advisers, we have found that many are grappling with the best way to structure…
/ by Lonsec
Lonsec Sustainability
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Lonsec Sustainability Webinar “Exclusion or Engagement – A symbiotic relationship?”

VIEW RECORDING As ESG investing becomes more mainstream, we are seeing an increase in the discussion about the most effective way of driving lasting change – is it through the restriction of capital via divestment or is it through engagement…
/ by Lonsec
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Lonsec Retirement Webinar - With Rates So Low, Why Do I Need Fixed Income

RECORDING AVAILABLE With interest rates close to 0%, many investors are questioning the need for Fixed Income in their portfolios. At Lonsec, we believe that Fixed Income still has an important role to play in portfolio construction, especially…
/ by Lonsec
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Navigating Sustainable and ESG investments with your clients

RECORDING AVAILABLE As awareness and demand for Sustainable and ESG investment solutions grow, Advisers need to have the confidence to successfully navigate this conversation with their clients. Investors may still be caught in the mindset…
/ by Lonsec
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Sustainability Webinar: Satisfying your clients' desire to invest according to their values

As ESG, Responsible, and Sustainable Investing evolve from a niche consideration to mainstream practice, advisers are increasingly asking how they can ensure their investment solutions align with their clients’ values. What am I really…
/ by Lonsec
Lonsec retire partner event November 12 with IML TALARIA ALLIANCEBERNSTEIN
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Lonsec Retire Partner Event - "Forget Normal: Solving the Income Challenge after COVID"

We’re told our COVID-normal world is just around the corner. But make no mistake, we will be living with the effects of unprecedented fiscal and monetary policy for years and likely decades to come. Investors must be prepared to…
/ by Lonsec
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The 18th Annual SuperRatings and Lonsec FOTY

We are pleased to invite you to the 18th SuperRatings and Lonsec Fund of the Year Awards, to be hosted virtually for the first time. In a year of momentous change and disruption, it is critical that we continue to connect…
/ 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

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.