Lonsec Research

We provide financial product research and investment insights to empower your financial advice. The wealth creation sector is evolving at a rapid pace, with significant growth in the number of financial products being brought to market and a transformation in financial advice delivery.

Our role is to leverage your knowledge and expertise, and to equip you with the tools and insights needed to deliver high quality, tailored financial advice solutions.


Latest initiatives

Lonsec award winners announced

The final winners of the Lonsec Awards were announced at the 15th Annual SuperRatings & Lonsec Fund of the Year Awards on 12 October 2017. Congratulations to those funds and individuals who were nominated. The night would not have been possible without our valued principal sponsor BT Investment Management and our supporting sponsor Link Group. Click here to view all award winners

November Investment Outlook Report

The latest edition of the Investment Outlook Report reflects Lonsec’s latest investment committee views, including specialised asset class commentary and dynamic asset allocation (DAA) tilts. While the global rally has continued apace, Australian equity market performance has diverged in recent months, with some indicators posing a concern for investors. Contact our client services team

Lonsec Pulse

The key to success is more than just finding the right investment solution. It is about connecting with the right people and ideas. That’s why we’ve created Lonsec Pulse, a new initiative dedicated to financial advisers that gives you direct access to the investing ideas and industry insights of Lonsec’s subscriber community. Start the conversation

Day of Confrontation 2017

Day of Confrontation 2017

Lonsec and SuperRatings were honoured to be joined by an incredible line-up of speakers at the 2017 Day of Confrontation in Melbourne, including the Hon Peter Costello AC, Jenny Oliver, Kelly Smith, Peter Johnson, Helen Rowell, Andrew Proebstl and Damian Hill. The purpose of the event is to challenge the industry’s thinking, and we hope our speakers did just that. Click here


Weighing the Fixed Income Sector


Libby Newman, General Manager of Fixed Interest and Multi-Asset, and Jude McDonnell, Senior Analyst, take a look at how bond managers are positioned heading into 2017, while assessing emerging trends in products and markets. While fixed income markets may be signalling the end of the easing cycle, there are a host of factors that investors must take into account.


ESG Investing


What is often characterised as a niche sector in the world of managed funds is becoming increasingly powerful as well as popular. Senior Analyst Steve Sweeney explains how growing awareness of environmental, social and governance (ESG) factors are transforming the way we invest.


Global Equities Sector Review


Join Senior Analyst Rui Fernandes as he takes us through the major themes shaping global equities. Brexit has been a defining event for equities markets, but how have fund managers been dealing with the fallout? How is product innovation creating a more transparent environment and what does it mean for the sheltered world of active management?

Recent Activity

Day of Confrontation 2016

Date September 9th 2016
Author Lonsec
Category News

This year’s Day of Confrontation looks beyond pure economics to understand the driving forces of change in a global society. Old business models are being overturned, and consumers are harnessing technology to win more power, choice and economic freedom. But how real is this freedom? How do we explain the growing political discontent around the world?

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Closet Indexers Beware

Date August 30th 2016
Author Lonsec Research
Category News

With the rise of smart beta and cheap factor exposure, investors are beginning to question the value of high-cost active funds, especially those with low levels of ‘activeness’. And they aren’t the only ones. Regulators are also taking a keen interest in how active funds sell themselves, in an attempt to combat the phenomenon known as ‘closet indexing’.

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Investors Pass Up A-REITs Despite Outperformance

Date August 24th 2016
Author Gordon Toy
Category News

Australian Real Estate Investment Trusts (A-REITs) have failed to attract the same level of investor interest as other asset classes, despite a run of outperformance that stands in stark contrast to recent negative returns from Australian and global shares.

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