Equipping investors with the tools and research they need to achieve their investment outcomes

The SMSF Investor – Empowering SMSF Trustees

The SMSF Investor is an initiative of Lonsec, combining online SMSF trustee education with our investment research & insights. Find out how our award-winning research can help you can achieve your SMSF’s investment objectives.

See how your Super Fund stacks up

SuperRatings’ mission is to close the information divide between super funds and their members, and create a stronger super industry that benefits all Australians. Find out how your super fund stacks up with our Product Ratings and Top 10.

Access Lonsec’s award-winning research

Previously only available to advisers and other industry professionals, we will be bringing this remarkable depth of capability and experience directly to SMSF Investors later this year. Access our research on ASX 200 equities, listed products, ETF’s, mFunds and a range of other investment products through The SMSF Investor.

How we help DIY investors

We provide individual investors with the information, tools and thought leadership to help them navigate Australia’s investment product landscape. Whether your goal is construct and manage your own high-quality multi-asset portfolio, or simply get more value from your superannuation, Lonsec’s breadth and depth of institutional grade research can help you build your wealth and meet your investment objectives.

News & Insights

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
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SuperRatings 2020 Financial Year Superannuation Update

  SuperRatings Executive Director Kirby Rappell shares the latest performance results for superannuation funds and the future outlook for the industry. Members should be prepared for more ups and downs. However, a patient approach…
/ by Lonsec

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

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

The value of efficient portfolio implementation in volatile times

Whether in business, investing or life generally, when circumstances change, we need to be able to adapt quickly. The COVID-19 pandemic has forced us to transform our family, social and professional lives in a matter of weeks while contending…
/ by Gordon Toy

Insights from our CIO – Markets up, but caution remains

April saw a rebound in risk assets as markets were buoyed by the prospect of economies slowly reopening for business as the number of new COVID-19 cases appear to have passed their peak in many key economies around the world. Markets were also…
/ by Lukasz de Pourbaix

Australian equity funds find ways to adapt amid plunging FUM

A period of rapid change, coupled with the recent bout of heightened volatility, hasn’t aided the growing list of challenges facing the funds management industry. The biggest challenge currently confronting fund managers within the Australian…
/ by Shailesh Jain

A-REIT sector will survive without GFC-style dilutive capital raisings

The A-REIT sector had a torrid March as the COVID-19 virus hit Australian shores. Local investors are now familiar with both the devastating health consequences of the virus as well the unprecedented social distancing measures that governments…
/ by Peter Green

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.