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Financial Adviser

Independent financial advisers, dealer groups and advice licensees

Fund Manager

Fund managers with new or existing products for the Australian market

Super Fund

Retail, not-for-profit and corporate superannuation funds

DIY Investor

Self-directed investors
and SMSF trustees

Who we are

Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals. Our business encompasses managed investments, listed securities and superannuation research, awards and ratings, portfolio consulting, managed accounts and data and analytics. The Lonsec group is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to our investment and advice solutions.

Latest news & insights

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Hold the line

Market volatility has persisted as markets are continuously recalibrating to price in forward looking inflation and the subsequent impact on interest rates and economic growth. We believe that this market volatility will persist until there…
/ by Lukasz de Pourbaix
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20% of super fund options estimated to fail the Choice performance test

With a huge array of government initiatives reshaping super in recent years, none was more keenly watched than the inaugural performance test of 80 MySuper products. The regulator found that 13 of the 80 products assessed were deemed to…
/ by Kirby Rappell
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Market Update - May 2022

In this video, Lukasz de Pourbaix, Executive Director and CIO of Lonsec Investment Solutions provides an update on what's been happening in the markets, with market volatility and inflation. Lukasz then explains what this means for the Lonsec…
/ by Lukasz de Pourbaix

Retirement Landscape Insights - June 2022

With the passing of the government’s Retirement Income Covenant legislation, funds now have a clear framework and timeline to guide their path forwards. As we expect the number of retirement income products in the market to grow, it is…
/ by Camille Schmidt

Performance Test Insights - June 2022

With the regulator set to release the results of its assessment of performance for Trustee Directed Products for the period to 30 June 2022, we have estimated the potential outcomes for diversified Choice options using our new Performance Test…
/ by Kirby Rappell

Media Release: Get your Super fit for the new financial year

Leading superannuation research house SuperRatings estimates that the median balanced option fell by -0.9% in May, as funds face into global market headwinds. The Reserve Bank of Australia increased rates for the second month in a row, signalling…
/ by Kirby Rappell
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Bottom-up investment selection to dominate portfolio alpha

After years of low inflation and low interest rates, we have finally entered a new period in the economic environment of higher inflation and higher interest rates. But how high will inflation be and by how much will interest rates rise? Periods…
/ by Lukasz de Pourbaix

The perfect storm

A look at Chinese equity managers’ performance over 18 months to March 2022. To say that the last several months have been difficult for the investment landscape within China would be an understatement. For the 18 months ending March 2022,…
/ by Hira Sakrani

Media release: Super Funds Deliver Over the Long Term

Super fund performance continues to experience bumps along the road, with returns falling in April following a small positive return in March. Leading superannuation research house SuperRatings estimates that the median balanced option fell…
/ by Kirby Rappell
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

Lonsec Fund Managers Corporate Update
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Lonsec Retire Webinar - Rising Interest Rates: Understanding the Risk for Retirement Portfolios

RECORDING is now available. See below. With interest rates rising for the first time in ten years, there is uncertainty as to where this will land – and what this means for retirement portfolios. While interest rate rises will be a welcome…
/ by Lonsec
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Lonsec Symposium 2022 - A WHOLE NEW WORLD

RECORDING IS NOW AVAILABLE Crypto, geo-political instability, post-pandemic recovery, advice evolution and more. With inflation rising to the highest levels in 30 years in Europe and the US, markets pricing in interest rate rises, and crypto…
/ by Lonsec
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Lonsec Sustainability Webinar - Green Bonds or Green Washing

RECORDING IS NOW AVAILABLE The dramatic growth of green bond market in 2021 has been matched by the growth of green bond funds. But how do we know the bonds are indeed green or just being greenwashed? In the next Lonsec Sustainability webinar,…
/ by Lonsec
Lonsec Fund Managers Corporate Update
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Lonsec Retire: Achieving income targets with a diversified portfolio

RECORDING IS NOW AVAILABLE With historically low interest rates, have retirement portfolios become over reliant on equities to generate income? Join us for our third webinar in the series on generating income for retirement portfolios…
/ by Lonsec
Lonsec Crypto Asset Webinar
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Crypto Asset: where to for advice?

RECORDING AVAILABLE Lonsec Webinar Series - Crypto Assets Where to for product, portfolio and advice? In a recent survey conducted by Monochrome Asset Management, 77% of Financial Advisers said that they had received queries about crypto…
/ by Lonsec
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UNPACKING THE ‘S’ IN ESG

RECORDING AVAILABLE Lonsec Sustainability Webinar - Unpacking the 'S' in ESG As ESG investing becomes more mainstream, Advisers and their clients have built a good understanding of Environmental and Governance risks but the ‘S’ –…
/ by Lonsec
SuperRatings and Lonsec Fund of the Year Awards 2021
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Lonsec and SuperRatings Fund of the Year Awards 2021

VIEW RECORDING Event details Date: Thursday 28 October, 3:00 PM The event will be held virtually, but the awards continue to be very real. As the pandemic environment has posed ongoing challenges across investment markets and operating…
/ by Lonsec
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Lonsec Retire Webinar: Why income from equities is increasingly important for retirement

VIEW RECORDING With interest rates at historic lows and likely to remain so, many investors rely on equities for generating income from their portfolios. From our discussions with advisers, we have found that many are grappling with the best…
/ by Lonsec
Lonsec Sustainability
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Lonsec Sustainability Webinar “Exclusion or Engagement – A symbiotic relationship?”

VIEW RECORDING Overview As ESG investing becomes more mainstream, we are seeing an increase in the discussion about the most effective way of driving lasting change – is it through the restriction of capital via divestment or is it through…
/ by Lonsec

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