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

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
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Timing of negative super returns can determine fate of retirees

A combination of factors has created fertile ground for market volatility, resulting in a bumpy ride for super members, who have experienced six negative monthly returns over the past year. According to SuperRatings, the median balanced option…
/ by Kirby Rappell
Volcano

Alternative assets can create opportunities in a volatile world

Prolonged QE lulled markets into a false sense of stability
/ by Calvin Richardson
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Solving for the retiree problem with innovation

Many retirees struggle to have enough income to fund a comfortable retirement because of an over-reliance on so-called "low risk" asset allocations, a problem that requires innovative solutions to overcome according to the team at Legg Mason's…
/ by Legg Mason Australia

Advisers must avoid the managed account conflict trap

Managed accounts are exploding in popularity due to the clear advantages they offer licensees and their clients, but leading investment research house Lonsec has warned that advisers are gambling with their business if they don’t address potential…
/ by Rob Hardy

Dark clouds hovering as bond yields spell trouble

Bonds have been unrelenting in 2019, rising in stark defiance of investors who called a fade to the rally in late 2018, when the US Fed appeared determined to hike rates. This insatiable appetite for bonds has seen yields plummet to record lows…
/ by Jude McDonnell
Stack of euro bank notes

Would you pay to lend? That’s what markets are doing to the tune of $14 trillion

Bonds have been unrelenting in 2019, rising in stark defiance of investors who called a fade to the rally in late 2018, when the US Fed appeared determined to hike rates. This insatiable appetite for bonds has seen yields plummet to record lows…
/ by Lukasz de Pourbaix

Events

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The 17th Fund of the Year Awards Dinner

The 17th Annual SuperRatings Fund of the Year Awards Dinner is a must-attend black tie, gala event for the superannuation and wealth management industries.Join over 400 industry professionals for an exclusive evening of celebration and entertainment,…
/ 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
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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
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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.