Independent Investor

Equipping investors with the tools and research they need to achieve their investment outcomes

The SMSF Investor – Empowering SMSF Trustees

The SMSF Investor is an initiative of Lonsec, combining online SMSF trustee education with our investment research & insights. Find out how our award-winning research can help you can achieve your SMSF’s investment objectives.

Go to The SMSF Investor

See how your Super Fund stacks up

SuperRatings’ mission is to close the information divide between super funds and their members, and create a stronger super industry that benefits all Australians. Find out how your super fund stacks up with our Product Ratings and Top 10.

Top 10 Super Funds
SuperRatings Product Ratings

Access Lonsec’s award-winning research

Previously only available to financial advisers and other industry professionals, we now offer this remarkable depth of capability and experience directly to SMSF Investors. Access our research on ASX 200 equities, listed products, ETF’s, mFunds and a range of other investment products through The SMSF Investor.

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How we help DIY investors

We provide individual investors with the information, tools and thought leadership to help them navigate Australia’s investment product landscape. Whether your goal is construct and manage your own high-quality multi-asset portfolio, or simply get more value from your superannuation, Lonsec’s breadth and depth of institutional grade research can help you build your wealth and meet your investment objectives.

News & Insights

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Money Management 35th Annual Fund Manager of the Year Awards 2023 - Winners Announced

Congratulations to all the winners and nominees for this year’s Fund Manager of the Year Awards. For Lonsec and Money Management, these awards are a celebration of the very best of the funds management industry and we will recognise the very…
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/ by Lonsec
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Helping you make better decisions for your practice and clients

At our recent Lonsec Symposium our Head of Sales, John Burton, spoke about how Lonsec’s full suite of solutions can help scale your advice business and improve your efficiency. In case you missed it, you can watch this short replay of his…
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/ by John Burton

Money Management 35th Annual Fund Manager of the Year Awards 2023

We are pleased to reveal the Fund Manager of the Year Awards finalists for 2023. As previously announced, we are thrilled to be partnering with Money Management and Momentum Media to deliver this year’s Fund of the Year Awards. As…
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/ by Lonsec
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Lonsec Listed Managed Portfolios Update – Q4 2022

Overall, 2022 was a year to forget for both equity and bond investors, with both asset classes generating negative returns over the calendar year. In fact, aside from commodities and the USD, almost all other major asset classes generated negative…
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/ by Danial Moradi
Lonsec Fund Managers Corporate Update
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Lonsec Multi-Asset Managed Portfolios - Q3 2022

Late in the quarter, we removed our long-stranding underweight position in Australian Fixed Income back to neutral given the significant rises we have already seen in bond yields over the course of the year. While further volatility can be expected,…
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/ by Lonsec
Lonsec Sustainable Managed Portfolios Update - Q2 2022
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Lonsec Sustainable Managed Portfolios - Q3 2022

The Lonsec Sustainable portfolios outperformed the peer group benchmark and the internal benchmark over the September quarter. Dynamic asset allocation added value thanks mostly to the underweight position in fixed income. Rising interest rates…
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/ by Lonsec
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Lonsec Retirement Managed Portfolios - Q3 2022

It has been another challenging quarter for multi-asset investors with both equity and bond markets for the most part continuing their declines. High inflation prints, aggressive central bank policy tightening, and fears of recession are driving…
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/ by Lonsec

FOTY22: Full List of Winners

Full List of Winners Lonsec and SuperRatings 2022 Fund of the Year Awards Lonsec Manager of the Year Perpetual Asset Management   Lonsec Multi-Asset Fund of the Year Perpetual Diversified Real Return Fund – Class Z units   Lonsec…
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/ by Dylan Pike
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FY22 Reporting Season

In this video, Dan Moradi, Portfolio Manager for Listed Products, provides an update on the Australian equity market following an interesting August reporting season and takes an in-depth look at how sectors and companies performed. Similar…
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/ by Danial Moradi

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

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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.