Independent thinking
We never compromise on quality or objectiveness to deliver trusted, high conviction insights
Our mission is to help build a more robust financial services market by promoting greater transparency and giving financial advisers the information they need to confidently recommend investment products and utilise them appropriately in a portfolio context. By undergoing Lonsec’s review process, a fund manager is committing to a rigorous and objective analysis of their product’s capabilities, enabling financial advisers to better understand how their product works and its ability to meet its stated objectives.
We believe the key to our success lies in our people. Our team of over 40 analysts are able to have deeper conversations with investment teams to understand the key qualitative and quantitative drivers of fund performance, ensuring that all relevant information is made available to advisers through the convenience of our market-leading iRate® platform.
We build real relationships with our clients to help them be better at what they do
Our investment research and tools are recognised as the best in the market
Our insights are backed by our team’s depth of knowledge and wealth of industry experience
We provide high-conviction, actionable insights that add real value to your investment decisions
Our values are an essential part of who we are, and inform our vision as a business as well as how we work with our clients and each other. We believe strongly in responsible action, supporting the integrity of the financial services industry, and maintaining the highest standards of professional and ethical conduct.
We never compromise on quality or objectiveness to deliver trusted, high conviction insights
We stand behind our promises and always do the right thing by our people and client
Our culture puts the client at the core and focuses on helping then achieve their goals
We anticipate market needs and opportunities and develop contemporary solutions
We build great relationships and work in partnership with our clients and colleagues
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.