My fund is new to the Australian market

Benefit from a Lonsec rating

Lonsec has been in the ratings game for over 30 years, rating everything from equity funds to LIT / LICs and Super options and our direct equities research in the ASX200. In recent times we have expanded our coverage to include Private Markets and  products issued under Information Memorandum. We now cover over 1600 products and that number continues to grow very strongly.

We understand the power of trusted and objective investment insight and how it can drive better outcomes for end investors. A rating from us can give financial advisers the confidence that a product meets its objectives and may be suitable for their clients.  And a rating from Lonsec is often the first step in the process of getting funds into model portfolios and onto approved product lists and platforms.

Investment Consulting

Lonsec’s investment consultants leverage the depth and breadth of our qualitative investment product research to help you develop investment products that meet the needs of your target investors.

We partner with you to put in place the right structures and processes to support your product’s investment objectives, and help you develop your marketing strategy to highlight the key benefits to financial advisers and dealer groups.

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