Lonsec Research   ⟩   Research Solutions

Unparalleled breadth and depth of qualitative research

Our investment product research gives you access to unparalleled breadth and depth of qualitative research, covering traditional managed funds, listed products, alternatives, super funds and super fund investment options, all available through a single portal.

Our aim is to deliver investment research that matches the depth and sophistication of our clients’ financial advice, while giving them the cutting-edge tools they need to implement tailored investment solutions.

- Libby Newman, Executive Director, Lonsec Research

Our research advantage

Deep resources

We commit to a physical, on-site assessment of the fund’s people and processes, giving you a first-hand view of how the fund operates

Rigorous methodology

Our Fund Reviews represent an objective assessment of the fund’s ability to meet its stated objectives, allowing you to understand the key factors impacting performance

Expansive coverage

We have the most expansive fund review coverage of our competitors, including Australian and global equity and income, diversified, listed property, infrastructure, alternatives and direct assets

ASX 200 share research

Full ASX 200 share coverage
Access a full suite of research on ASX 200 shares updated daily, including bottom-up analysis of key holdings

Ready-made direct solutions
Take advantage of our share selection and portfolio construction expertise to provide ready-made direct solutions for your clients

Never miss an opportunity
Receive daily updates on the latest corporate actions and Initial Public Offerings (IPOs) so you can move quickly to capture value

Expansive listed investment product coverage

Along with traditional managed fund products, our research covers a range of listed investment products, including Exchange Traded Funds (ETFs), Listed Investment Companies (LICs) and mFunds.

Our managed funds research process is adapted to the type of fund structure to ensure all relevant factors are taken into account, such as the indexation method (for index funds), transparency, liquidity, governance issues (for LICs) and capacity.

Exchange Traded Funds

Research and ratings covering 144 of 162 ETF products listed on the ASX

Listed Investment Companies

Growing LIC coverage based on Lonsec's specialised research methodology

Listed property

Expansive coverage of Australian and global listed property and infrastructure products

Our Australian share ratings

Our ASX 200 share research allows you to answer the three critical questions of share investment:

What should I buy?

Our overall Approved or Not Approved rating allows you to determine which shares should be considered for inclusion in your portfolio.

Why should I buy it?

Each shares is given an income and growth rating that enables you to determine how the share can be used to get exposure to different investment styles.

When should I buy it?

The action signal for each share determines whether the share is Undervalued, Fairly Valued or Overvalued, allowing you to time your purchase or sale.

A research process that delivers actionable insights
with analytical rigour

We understand that identifying future outperformance is an artform, not a science. Our analysts go beyond the pure numbers to understand the people and structures behind each investment product, giving you the tools to select high quality fund managers for individual investment needs.

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