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

January Investment Outlook Report

Lonsec’s dynamic asset allocations have been relatively defensive compared to longer-term strategic positioning. This has been primarily driven by our belief that many asset price valuations are stretched (but not at extreme levels yet), and that market volatility has been mispriced, partly due to unconventional monetary policy supporting markets. 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

Adapting to the New World of Financial Advice

Date April 12th 2017
Author Gordon Toy
Category News

Lonsec has introduced a new capability in its leading iRate platform that enables users to assess and target exposure to specific investment objectives.


Infrastructure Fund Performance Reveals Sector’s Hidden Diversity

Date November 23rd 2016
Author Gordon Toy
Category News

The classic challenge for the listed infrastructure sector has always been the lack of a commonly accepted benchmark, but market conditions over the past year have highlighted just how diverse the asset class is.


Lonsec Wins Rating House of the Year 2016

Date November 21st 2016
Author Lonsec Research
Category News

Lonsec Research Wins Rating House of the Year 2016