I want financial advisers to recommend my fund with confidence
Allow financial advisers to recommend your products with Investment Options Ratings
In a compliance-heavy environment, financial advisers must justify their investment recommendations and demonstrate their best interest duty when providing investment advice. By having your investment options rated by Lonsec, you provide advisers with the essential tools to fully understand your investment process, match your products to their clients’ needs, and fulfill their best interest duty.
This comprehensive understanding not only aids in member retention but also drives member acquisition. Ensure your fund stands out by partnering with Lonsec for comprehensive investment options ratings.
Lonsec ratings definitions
The rating system designates financial products under the categories of Highly Recommended, Recommended, Investment Grade, Fund Watch, Redeem and Screened Out. These ratings reflect Lonsec’s degree of conviction in the financial products’ ability to generate risk adjusted returns in line with relevant objective.
Highly Recommended
The Highly Recommended rating indicates that Lonsec has very strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The financial product is considered a preferred entry point to this asset class or strategy.
Recommended
The Recommended rating indicates that Lonsec has strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The financial product is considered an appropriate entry point to this asset class or strategy.
Investment Grade
The Investment Grade rating indicates that Lonsec has conviction the financial product can generate risk adjusted returns in line with relevant objectives. However, if applicable, Lonsec believes the financial product has fewer competitive advantages than its peers.
Get started today
Contact us today to find out how an investment option rating can help your fund be recommended with confidence.
Amplify your fund’s exposure with Lonsec iRate®
Unlock your fund’s full potential via Lonsec’s award-winning investment research portal, iRate®, reaching over 5,800 financial professionals and empower financial advisers with the information they require to match your fund to their clients’ needs.
iRate® offers financial professionals access to Lonsec’s comprehensive qualitative research, encompassing traditional managed funds, listed products, alternatives, super funds, and super fund investment options—all available in one convenient portal.
By securing a Lonsec investment option rating, you can significantly increase your fund’s visibility among a growing number of financial advisers using Lonsec iRate®.
Want to find out about Lonsec’s ratings process and research philosophy?
Our team of highly skilled analysts work directly with you to determine your fund’s capabilities and ability to meet your investment objectives. Contact us to learn more about how we engage with you throughout our ratings process and research philosophy.
Take your fund-adviser relationship to the next level with AdviserConnect
AdviserConnect streamlines engagement between super funds and advisers, fostering transparency and certainty in member outcomes. Integrated into Lonsec’s iRate® portal, it facilitates efficient collaboration and information sharing. This integration simplifies adviser challenges, providing valuable insights into fund offerings and exceptional services, essential for meeting best interest duties and recommending super funds confidently.
AdviserConnect allows super funds and advisers to better work together for the benefit of members, where your fund can:
- Provide advisers with comprehensive information about your fund’s offerings, including investment options, performance test results, adviser servicing capabilities, and more.
- Enable advisers to learn how to interact with your fund easily via phone, website, portal, or data feeds.
- Enhance transparency and efficiency in adviser-fund interactions, ultimately improving member retention and reducing costs associated with external advisers.
- Receive quarterly updates on performance test positioning, adviser servicing insights, and market feedback.
- Subscription to AdviserConnect includes various benefits such as access to Lonsec iRate®, quarterly performance test outlook updates, and insights into adviser perceptions of your fund.
- This has been built in a way to meet your best financial interest duty requirements.
Unlock your fund’s potential and start optimising its relationship with financial advisers today with AdviserConnect.
To find out more, contact Luke Guns or call us on 1300 826 395.
Get in touch with us
Lonsec Sydney Level 39, 25 Martin Place, Sydney NSW 2000
Lonsec Melbourne Level 33, 120 Collins Street, Melbourne VIC 3000
Lonsec Adelaide Suite 3, Level 2, 12 Pirie Street, Adelaide SA 5000
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. Our business model is not structured to support direct clients who do not have a relationship with a financial adviser. We recommend you obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.
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