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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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News

‘The new captains of capital’: Brilliant Investment Thinking podcast featuring Lonsec CEO Mike Wright

Lonsec has had many exciting developments over the past year and there are more to come in FY25. Our CEO Mike Wright recently sat down with the team at The Inside Network to unpack it all on their ‘Brilliant Investment Thinking’ podcast. In this episode, Mike and host Tahn Sharpe discuss everything from managed accounts to portfolio

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Media releases, News, SuperRatings

Media release: AI and bank shares push super balances higher in 2024

Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above average returns over 2024. Concerns over inflation caused a slow start to the year, with multiple negative monthly returns recorded until October 2023. Increased confidence in the outlook for inflation and ongoing developments in artificial

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Media releases, News, SuperRatings

Media release: Super funds lock in strong returns over June

Super funds have delivered stronger than expected returns with the losses from the start of the financial year now a distant memory, and despite renewed fears around the trajectory of inflation. Leading superannuation research house SuperRatings estimates that the median balanced option returned 0.7% over the month of June, bringing the return for the year

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News

Money Management 36th Annual Fund Manager of the Year Awards 2024 – Winners Announced

The annual Fund Manager of the Year Awards ceremony was held last night in Sydney, with more than 20 individual and group winners announced. The awards program comprehensively covers the industry’s top performers, including senior professionals, top fund managers, boutique funds, new entrants, as well as the rising stars and leaders of tomorrow. As the research partner

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Media releases, News, SuperRatings

Media release: Super funds stabilise returns in May

Markets saw an improvement over May following April losses as equities stabilised. While not enough to fully regain the -1.6% fall in April, leading superannuation research house SuperRatings estimates that the median balanced option returned 1.0% to members over May. “As we approach the end of the financial year, funds will be seeking to consolidate

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Media releases

Media Release: Australia’s market leading investment research house – Lonsec fully acquired by Generation Development Group Limited

Lonsec Holdings (Lonsec) is poised to further enhance its position as the pre-eminent provider of investment research, product ratings and managed account solutions as it announces today that its largest shareholder, Generation Development Group (GDG) is seeking to acquire 100% ownership of the Lonsec Group. Under the terms of the agreement, GDG will acquire the

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