Lonsec Research 5-Year Logos

Recognising the best of the best, the Lonsec Research 5-Year Logos are awarded to products with consistently high ratings over five years or more.

Used alongside Lonsec Research ratings, these logos can give advisers and investors added confidence that products have been judged to be well run, achieved their objectives and performed highly against the core research rating parameters over a sustained period of time.

 

Our logos

Platinum

Products rated Highly Recommended for five years in a row.

Gold

Products rated a mix of Highly Recommended and Recommended over five continuous years

Silver

Products rated Recommended for five years in a row.

The Logos are issued by Lonsec Research Pty Ltd ABN: 11 151 658 561 AFSL 421 445 (Lonsec Research) for use in Australia only (Logo). Logos are general advice only and have been prepared without taking into account an investors objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The Logo is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Logos are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Logos are provided only to Fund Managers participating in Lonsec Research Logo Program. Except for any liability which cannot be excluded, no representation, warranty or undertaking, express or implied is made and no responsibility or liability is accepted by Lonsec Research, its directors, officers, employees and agents for any error or inaccuracy, misstatement or omission from this document or any loss or damage suffered by the recipient or any other person as a consequence of relying upon it. Please refer to our Financial Services Guide for more information. ©2024 Lonsec Research. All rights reserved.

Logo Description

  • Platinum: The fund has received a Highly Recommended Lonsec Rating over the past 5 consecutive rating periods.
  • Gold: The fund has received a combination of Highly Recommended and Recommended Lonsec Ratings over the past 5 consecutive rating periods.
  • Silver: The fund has received a Recommended Lonsec Rating over the past 5 consecutive rating periods.

Logo Validity

Logos are valid for a 12-month period from the date issued.

Eligibility Criteria

Lonsec Research receives a fee from Fund Managers to participate in the Lonsec Research Logo Program. Logos displayed on iRate are based on the relevant fund’s ratings over the previous 5 rating periods. Other funds may meet the criteria to receive the Logo but have opted not to participate in the Lonsec Research Logo Program.

Important Notice

For the avoidance of doubt, Logos are not intended for any person outside of Australia. 

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