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Fund reviews & ratings

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Investment consulting

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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Become a Lonsec Retire Partner

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

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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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The heat is on

The heat has been on with central banks around the world trying to keep inflation under control. We have seen three consecutive rate rises by the RBA, the most numerous since 2010. We have observed similar monetary policy tightening action in…
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/ by Lukasz de Pourbaix

20% of super fund options estimated to fail the Choice performance test

With a huge array of government initiatives reshaping super in recent years, none was more keenly watched than the inaugural performance test of 80 MySuper products. The regulator found that 13 of the 80 products assessed were deemed to…
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/ by Kirby Rappell
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Market Update - May 2022

In this video, Lukasz de Pourbaix, Executive Director and CIO of Lonsec Investment Solutions provides an update on what's been happening in the markets, with market volatility and inflation. Lukasz then explains what this means for the Lonsec…
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/ by Lukasz de Pourbaix

The perfect storm

A look at Chinese equity managers’ performance over 18 months to March 2022. To say that the last several months have been difficult for the investment landscape within China would be an understatement. For the 18 months ending March 2022,…
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/ by Hira Sakrani

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

Events

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Lonsec Insights: Global Equities Manager in Focus

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 and the outlook for the…
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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
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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
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.