Helping Australians make better investment decisions
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Experts in investment research, ratings, consulting and managed accounts
Who we are
Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds. Our business encompasses managed investments, listed securities and superannuation research, awards and ratings, investment 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
by Kirby Rappell
December 6, 2024
Returns bounced back in November following the subdued October return, led by the strong performance of international shares, particularly in the US, following the outcome of…
by Nathan Lim
December 4, 2024
The next economic cycle may have already started. In this month’s edition of Portfolio Perspectives, we hear from Nathan Lim, Chief Investment Officer of Lonsec…
by Nathan Lim
November 11, 2024
US Elections update – the road from political victory to policy implementation is long and winding. In response to last week’s US elections, Nathan Lim,…
by Kirby Rappell
November 11, 2024
Funds faced a tougher market over October with superannuation research house SuperRatings estimating that the median balanced option returned 0.2% to members over the month….
by Nathan Lim
November 1, 2024
We publish our biennial Strategic Asset Allocation (SAA) update and reiterate our pro-cyclical Dynamic Asset Allocation (DAA) tilts. In this month’s edition of Portfolio Perspectives,…
by John Burton
November 1, 2024
In this quarterly webinar, host John Burton is joined by Nathan Lim for a market update and outlook from the CIO’s Office, as well as a…
by Marc Hraiki
October 14, 2024
Discover the power of Lonsec’s Tailored Managed Accounts Lonsec partners with innovative licensees and advice businesses looking to grow and scale so they can deliver…
by Kirby Rappell
October 8, 2024
Historically September has been a more subdued month for superannuation returns, however funds have delivered for members this year with superannuation research house SuperRatings estimating…
Get in touch
Call us on 1300 826 395 or get in touch via the Contact page.