Introducing the new Lonsec Sustainability Report and Score

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

Insights from our CIO - Winners and losers

It has been an interesting month in markets. The S&P 500 Index reached 12 month highs with markets brushing off March’s COVID-19 panic. There have been many discussions about how narrow the rally has been in that a handful of stocks have…
/ by Lukasz de Pourbaix

Avoiding the pitfalls of enhanced cash funds during periods of market stress

When we think of the most important components of our portfolio, it is easy to overlook cash. Investors seeking to diversify their investments will typically keep a portion of their funds in cash or enhanced cash funds to ensure a readily available…
/ by Ron Mehmet

The pandemic has taken the value versus growth debate to the next level

For value style investors, the past few years have been a true test of faith. Since the start of 2015, Australian growth managers have dominated, thanks to the low growth, low interest rate environment, which created a value trap for hopeful…
/ by Deanne Baker

Sustainability vs ESG - Q&A

The live webinar was held on Wednesday at 10 AM AEST, 15th of July, 2020 Overview During our past webinar "Sustainability vs ESG: What is your client looking for?", our platform was inundated with questions from attendees. We weren’t…
/ by Lonsec

Building a portfolio around a handful of blue-chip shares is no longer a winning formula

Investors have traditionally seen the largest 20 companies in the S&P/ASX 200 Index as the Australian champions that should form the backbone of an investment portfolio. These names have become a staple for many investors if only because…
/ by Peter Green

Fireside Chat - Ask us anything!

The live webinar was held on Wednesday at 10 AM AEST, 1st July, 2020 Overview We were blown away by the response to the Lonsec Webinar Series, which saw over 3,000 people attend across five webinars. Unfortunately, given the range of topics…
/ by Lonsec

ESG funds – the real deal or pretenders?

There are plenty of fund managers who claim environmental, social and governance (ESG) credentials, but how many of them are actually the real deal? When clients approach advisers looking to specifically invest in ESG, the problem has been…
/ by Gordon Toy

Market Narratives podcast: Core tenets, asset quality and the X factor

In this episode of Market Narratives, Lonsec's Chief Investment Officer, Lukasz de Pourbaix, tackles a range of controversial topics and their implications for portfolio construction. Is this the new normal or merely the continuation…
/ by Lukasz de Pourbaix

Insights from our May Investment Committee meeting

During our previous Asset Allocation Committee meeting we expressed a desire to further diversify our exposure to credit securities within our portfolios. This view was driven by the significant pull back in credit markets in March, which Lonsec…
/ by Lukasz de Pourbaix

Events

the 18th SuperRatings and Fund of the Year Awards
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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
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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
Lonsec and Franklin Templeton Retire Partner Event Sep 10
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Lonsec and Franklin Templeton Retire Event

"Solving The Retiree Problem" Australian retirees have a problem. With the COVID-19 pandemic pushing yields to historic lows, providing a sustainable income stream to meet client goals has never been more challenging or more important.   For…
/ 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.