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SuperRatings & Lonsec Award Winners Confirmed!

…Capital Partners Pty Ltd Finalists Affirmative Investment Management Partners Ltd India Avenue Investment Management Lonsec Disruptor Award Winner BetaShares Australia 200 ETF Finalists BetaShares Australian Investment Grade Corporate Bond ETF…


Day of Confrontation 2018: Media highlights

…SuperRatings Sydney Morning Herald The $70 billion fund for those working in the higher education and research sector, UniSuper, was named fund of the year by researcher SuperRatings at a…


Important Documents


Managing Risks: Women and Retirement

We are in the business of educating our clients on the importance of retirement planning. But research has shown that a one-size-fits-all approach to communication isn’t the most effective tactic….


Don’t assume volatility is behind us

…within emerging markets, which sold off over 2018 and have since showed signs of stabilising. We are also seeing more investment opportunities on a stock level where the increase in…


Fund Manager of the Year Nominees Announced

…Trust Quay Global Real Estate Fund Listed Investment Companies & Trusts Australian Foundation Investment Company Limited Mirrabooka Investments Limited MCP Master Income Trust Separately Managed Accounts Quest Australian Equities Concentrated…


The Role of Annuities in Retirement Portfolios

…paper examines how annuities can work with the age pension and other investment products to help retirees meet essential spending objectives as well as provide for discretionary spending. Lonsec believes…


About Lonsec Retire



Winds of change came well before the Royal Commission

…the heightened focus on risk and the management of conflicts has already resulted in three of the major banks largely exiting the funds management business, which has kept the research


SuperRatings Top 10

‘At SuperRatings we look at every part of a super fund’s business to determine who will receive our platinum, gold and silver ratings.’…


Japan’s output gap is narrowing, but price pressures are still non-existent

…that a rebound in business investment is likely to contribute to a recovery in the March quarter of 2019, but even a recovery could be vulnerable to the global slowdown….


Footy legend Brendon Gale’s lessons in leadership for super funds

…says, though: “we are the beneficiaries of the public’s investment in our code”. He expects his young men to behave themselves. And he’d really like them to win the comp….