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Winner of all six Research House Categories – Start your trial today!

We are delighted to announce that we have taken out all six Research House award categories in the 2023 Adviser Ratings Landscape Report. These awards, voted on by 2,000 advisers, are testament to our mission to provide our clients with practical, actionable insights that add value to their advice solutions.

In today’s world, providing financial advice that meets your client’s best interest requires a deep understanding of how individual investment products compare.

Lonsec’s award-winning investment research lets you go beyond past performance to filter and compare financial products based on the key qualitative characteristics that drive future outcomes and help you meet your client’s objectives. Our portfolio construction tools are designed to allow you to compare a clients existing portfolio against another product, or a model portfolio.

Trial our research on iRate® for two weeks and access:

In depth qualitative research on the largest number of managed funds in the market
Coverage of more than 11,000 managed funds with ratings reports on more than 1,500
ASX 200, LICs, LITs, SMAs and mFunds
Market leading coverage on 250+ ETFs
Coverage of more than 450 Super Fund products and 4,500+ investment options
Comprehensive asset allocation data for industry and retail superannuation funds
A range of model portfolios built and maintained by Lonsec’s highly experienced investment committee
Customisable portfolio reporting tools
Daily market updates and regular notifications on ratings changes and corporate actions
Personalised reporting available for equity or managed funds coverage

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Managed Funds Research

Fund Reviews, ratings and announcements and daily commentary
Export quantitative data on 11,000 + funds
Access manager selection expertise across a range of risk profiles

Equities & listed product research

Research covering all ASX 200 shares and listed securities
Corporate action and IPO research
Shares identified as growth or income generating
Specialist research and analysis of ASX listed income securities (hybrids)
Coverage of ETF’s, SMA’s and mFunds

Super fund research

Research covering 450 superannuation products
Fund Snapshots available for 4,500 + investment Options covering MySuper, Member Choice and Pension
Comparison tool to effectively compare products on key metrics

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

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

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

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. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.