
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 or building Approved Product Lists.
News & Insights


Research House of the Year 2020

Introducing Lonsec Sustainable Managed Portfolios

Weighing COVID-19’s mixed impact on global infrastructure securities

Media Release: Lonsec Managed Accounts add over $100M in October

Media Release: QSuper named Fund of the Year 2021

The Alternatives strategies that paid off in Q3 2020

A-REIT sector is still a tale of two markets

Superannuation Update : How are super funds navigating the pandemic?
Events

The Future of Cryptocurrency

Lonsec Retire Partner Event - "Forget Normal: Solving the Income Challenge after COVID"

Irate Training Webinar

The 18th Annual SuperRatings and Lonsec FOTY

Lonsec and Franklin Templeton Retire Event
Investment products reviewed and rated
Meetings with fund managers every year
Investment analysts in our research team
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.
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.
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.
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
© 2020 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.