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Understanding the difference between ESG, ethical and green investing

Tony Adams, Head of Sustainable Investment Research, Lonsec Research  For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive.  Confusion around what “ESG Investing” actually is has led to many investors becoming disillusioned with their portfolios.  So, what is “ESG investing”? Is this the same as ethical, responsible or green […]

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Media releases, News, SuperRatings

Media release: Fund returns roll on toward strong full year result

Returns bounced back in November following the subdued October return, led by the strong performance of international shares, particularly in the US, following the outcome of the US presidential election. Superannuation research house SuperRatings estimates that the median balanced option returned 2.4% to members over the month. “Share exposure continued to drive super returns in November. Members

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Media releases, News, SuperRatings

Media release: International shares bolster fund returns in October

Funds faced a tougher market over October with superannuation research house SuperRatings estimating that the median balanced option returned 0.2% to members over the month. Most asset classes reported negative returns with international shares and cash the only major asset classes likely to deliver positive returns. For Balanced and Growth style options, their international share

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Media releases, News, SuperRatings

Media release: Funds deliver strong quarterly return despite uncertain environment

Historically September has been a more subdued month for superannuation returns, however funds have delivered for members this year with superannuation research house SuperRatings estimating that the median balanced option returned 1.1% to members over the month. This year’s September return is expected to be the first-time in five years that most funds returns will

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Media releases, News, SuperRatings

Media release: Super Returns Stay Afloat Through August Turmoil

August was a turbulent month for markets, leading to some swings in superannuation returns with a strong downturn in the first two weeks followed by a swift recovery. Overall funds managed a small gain for members with leading superannuation research house SuperRatings estimating that the median balanced option returned 0.4% to members over August.  “The

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News

Lonsec wins IMAP Awards ‘Responsible Investing’ category for third consecutive year

At last week’s 2024 IMAP Managed Accounts Awards, Lonsec was announced as the winner of the Responsible Investing category. With this most recent award, we are proud to have won the category for the third year running. This achievement highlights our commitment to leading the way in responsible investing. We would like to thank IMAP

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Media releases, News, SuperRatings

Media release: August jitters dampen positive July returns

After a strong FY24 result, super funds made a good start to the new financial year with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.9% to members over July. However, markets quickly shed those gains in the first two weeks of August. “We saw returns retaining their momentum from last

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