How does your fund stack up?

Our investment product research gives you access to our unparalleled breadth and depth of qualitative research, allowing you to benchmark your investment product against its peers, discover which investment strategies are being brought to the market, and get the intelligence you need to better position your fund to reach your target audience.

Get deeper insights into Australia’s investment product market

Sector reviews and product benchmarking

Lonsec’s sector reviews are compiled following the completion of each sector review cycle and offer an indispensable guide to where your investment product fits in the market.

Detailed fund reports

  Our fund reports provide a detailed breakdown of how each investment product reviewed by Lonsec performs under our qualitative research criteria, including detailed information on investment teams, research process, risk management, and portfolio construction.

Regular sector insights

Our analysts commit to face-to-face meetings with fund managers, including global managers around the world, giving us firsthand insights into the latest investment market and product trends that inform our regular news and insights content.

Broad coverage across listed and unlisted products

Traditional managed funds

Our detailed fund reviews focus on forward-looking qualitative factors such as the fund’s people, investment process, portfolio construction expertise and risk management, based on face-to-face interviews with those directly responsible for the fund’s performance.

Exchange Traded Products

Our fund reviews and ratings methodology have been adapted to a range of different listed structures, including Exchange Traded Funds (ETFs), Listed Investment Companies (LICs), Listed Investment Trusts, and mFunds.

ASX 200 shares

Our direct equities research goes beyond the standard Buy/Sell/Hold model to explain how individual shares can be used in your portfolio to generate income or grow your client’s wealth.

Listed and direct property

Lonsec’s property research covers listed products such as Australian and global Real Estate Investment Trusts (REITs), listed infrastructure funds, and direct property investments.

Superannuation funds and investment options

Lonsec’s multi-asset fund research covers individual superannuation fund options, while users can access fund-level research covering key factors such as investment performance, governance, member servicing and fees.

Hybrids and alternative assets

Lonsec’s hybrid and alternative product research lets users get under the hood to understand how each product works and how they can be implemented in a portfolio, whether it’s managed futures, hedge funds, private equity or infrastructure.

Trial our research

Our award-winning investment product research and portfolio construction tools are available via our iRate® platform.

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Let us partner with you

Engage our investment consultants to take your investment product strategy to the next level. Leverage our expansive financial product knowledge and research to enhance your asset allocation, manager selection and governance structures.

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.