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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

The second age of globalisation is beginning to buckle

Originally published in The Australian, 7 May 2022 This article presents the views of Alan Dupont and do not necessarily reflect those of Lonsec. The ripple effects of the Russo-Ukrainian war are spreading and intensifying. Deglobalisation…
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/ by Alan Dupont
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Why do we have Fixed Income as part of your broader portfolios?

Fixed Income is added to a broad portfolio of assets for several reasons. They include: Return: Frequent income from the cash flows of the coupon or interest payments to stabilise the risk and return of your client’s portfolio. Defensive:…
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/ by Ron Mehmet
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Lonsec Listed Managed Portfolios Update

Quarterly Update - Q1 2022 Global equities were the Listed portfolios’ main detractor from returns over the quarter. Although the BetaShares NASDAQ 100 and VanEck MSCI International Quality ETFs bounced back in March, both finished the…
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/ by Lonsec
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Lonsec Sustainable Managed Portfolios Update

Quarterly Update - Q1 2022 The first quarter of the year was a particularly challenging period for the Sustainable portfolios as the Russian invasion of Ukraine pushed oil and gas prices higher. The energy sector outperformed the less carbon-intensive…
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/ by Lonsec
Lonsec Fund Managers Corporate Update
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Lonsec Multi-Asset Managed Portfolios Update

Quarterly Update - Q1 2022 From a portfolio perspective, geopolitical risks, such as the current Russia/Ukraine conflict, are typically hard to position for. What we tend to see is that the market tends to respond sharply and then recover…
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/ by Lonsec
Lonsec and Franklin Templeton Retire Partner Event Sep 10
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Lonsec Retirement Managed Portfolios Update

Quarterly Update - Q1 2022 It’s been a volatile quarter for equity and bond markets, with existing inflationary fears further exacerbated by the Russian invasion of the Ukraine. While Russia is small in terms of its impact on capital markets,…
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/ by Lonsec
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April 2022 - CIO Market Update and Portfolio Implications

In this video, Lukasz de Pourbaix, Executive Director and CIO of Lonsec Investment Solutions provides an update on our macroeconomic views following Lonsec’s quarterly Asset Allocation Investment Committee meeting. A key topic of discussion…
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/ by Lukasz de Pourbaix
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Managers in Focus - Fixed Income

Lonsec Research chatted with leading Fixed Income Managers to learn more about the sector, how they are approaching the changing investment landscape and what drew them to this sometimes overlooked, but very important, sector. In this video,…
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/ by Lonsec
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The winds of change are coming

Years of accommodative monetary policy combined with ample liquidity from central banks, remnants of the global financial crisis of 2008, may be coming to a gradual end. We are arguably entering a transition period in the economic environment…
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/ by Lukasz de Pourbaix

Events

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Lonsec Symposium 2022 - A WHOLE NEW WORLD

RECORDING IS NOW AVAILABLE Crypto, geo-political instability, post-pandemic recovery, advice evolution and more. With inflation rising to the highest levels in 30 years in Europe and the US, markets pricing in interest rate rises, and crypto…
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/ by Lonsec
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Lonsec Sustainability Webinar - Green Bonds or Green Washing

RECORDING IS NOW AVAILABLE The dramatic growth of green bond market in 2021 has been matched by the growth of green bond funds. But how do we know the bonds are indeed green or just being greenwashed? In the next Lonsec Sustainability webinar,…
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/ by Lonsec
Lonsec Fund Managers Corporate Update
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Lonsec Retire: Achieving income targets with a diversified portfolio

With historically low interest rates, have retirement portfolios become over reliant on equities to generate income? Recording is now available. Join us for our third webinar in the series on generating income for retirement portfolios to…
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/ by Lonsec
Lonsec Crypto Asset Webinar
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Crypto Asset: where to for advice?

Lonsec Webinar Series - Crypto Assets Where to for product, portfolio and advice? In a recent survey conducted by Monochrome Asset Management, 77% of Financial Advisers said that they had received queries about crypto assets investments…
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/ by Lonsec
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UNPACKING THE ‘S’ IN ESG

RECORDING AVAILABLE 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’ –…
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/ 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…
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/ 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…
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/ 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…
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/ 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…
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/ 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

Contact us

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

Lonsec Sydney
Level 21, 200 George Street, Sydney NSW 2000

Lonsec Melbourne
Level 7, 90 Collins Street, Melbourne VIC 3000

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

Important Documents

© 2022 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.