Lonsec Research   ⟩   Our Ratings

Take your financial advice further

We have developed a rigorous system of ratings analysis, providing financial advisers with the insights they need to support their clients' investment objectives. Our ratings are underpinned by our peer review process, which draws on the full expertise of our investment research team.

For the 2018 research publishing schedule click here.

Managed Fund Ratings

Highly Recommended

The Highly Recommended rating indicates that Lonsec has very strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The financial product is considered a preferred entry point to this asset class or strategy.


Recommended

The Recommended rating indicates that Lonsec has strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The Financial product is considered an appropriate entry point to this asset class or strategy.


Investment Grade

The Investment Grade rating indicates that Lonsec has conviction the financial product can generate risk adjusted returns in line with relevant objectives. However, if applicable, Lonsec believes the financial product has fewer competitive advantages than its peers.


Fund Watch

The Fund Watch rating indicates that no new investment into this financial product is recommended. A significant change has occurred with the financial product and a detailed assessment of the change is needed and/or series of rectifying actions required prior to this rating being changed.


Redeem

The Redeem rating indicates the financial product is no longer considered worthy of investment for any time period and investors should immediately redeem units from the financial product, subject to seeking financial advice.


Screened Out

The Screened Out rating indicates that Lonsec currently does not have conviction that the financial product can generate risk adjusted returns in line with relevant objectives. The financial product currently has insufficient competitive advantages relative to its review peer group (if applicable).


Direct Equity Ratings

Approved

The Approved rating indicates that Lonsec believes the financial product can generate risk adjusted returns in line with relevant objectives. If applicable, the financial product provides an adequate means for investors to gain exposure to underlying assets.


Not Approved

The Not Approved rating indicates that Lonsec believes the financial product cannot generate risk adjusted returns in line with relevant objectives. If applicable, the financial product does not provide an adequate means for investors to gain exposure to underlying assets.


For more information on Lonsec Research ratings and fund statuses, please click below