Helping Australians make better investment decisions
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Experts in investment research, superannuation and fund ratings
Who we are
Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds. Our business encompasses managed investments, listed securities and superannuation research, as well as ratings, awards and data & analytics.
Lonsec is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to our investment and advice solutions.
Latest News
by Andrea Theouli
August 26, 2026
Andrea Theouli, Deputy Head of Research & Manager, Multi-Asset, Lonsec The Australian managed accounts market has evolved considerably over the past decade. As the sector continues to mature, the conversation is shifting from adoption to accountability. Increasingly, the factors that differentiate managed account providers extend beyond portfolio holdings and historical performance to encompass governance, portfolio
by Felicity Nicholson
August 19, 2026
FOR IMMEDIATE RELEASE 19 August 2026 Melbourne, Australia – Lonsec today announced the launch of Lonsec Governance Solutions, a new business established to help fund managers, responsible entities, licensees, private wealth firms and platforms strengthen governance frameworks, improve investment oversight and navigate increasing regulatory expectations. The launch responds to growing demand for governance support and
by Hong Hon
August 13, 2026
Hong Hon, Manager, Global Equities, Lonsec Investors have had little reason to question US exceptionalism. For years, US equities have outperformed most global markets, supported by deep capital markets, superior earnings growth, world-leading technology companies and an economy that has repeatedly defied the most pessimistic forecasts. From the Global Financial Crisis to the recent AI-driven
by Kirby Rappell
August 7, 2026
The 2027 financial year began with a focus on similar themes to those seen in FY26, covering concerns about energy supply disruptions following the resumption of hostilities between the US and Iran, coupled with robust discussion over the ability of artificial intelligence companies to monetise their products amid continued high levels of capital expenditure. At
by Kirby Rappell
July 17, 2026
Superannuation funds have continued to deliver strong returns to members over the 2026 financial year, navigating significant global volatility to finish the year on a high note. SuperRatings expects that all Balanced options, defined as those with exposure to between 60% and 76% growth assets such as shares, will have delivered positive returns to their
by Lonsec
July 14, 2026
The annual Fund Manager of the Year Awards, held in partnership with Money Management, showcases the industry’s top performers, including leading fund managers, boutique funds, emerging managers and innovators. As the exclusive research partner for the awards, Lonsec brought its expertise to judging 25 group award categories, recognising the very best in the funds management
by Kirby Rappell
July 9, 2026
For the fourth consecutive year, superannuation funds have delivered strong returns to their members, with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.2% over the month of June, bringing the return for the year to 30 June 2026 to an estimated 9.1%. This result arrives largely off the back of
by Payal Vasa
June 25, 2026
Payal Vasa, Manager, Real Assets, Lonsec While infrastructure itself is evolving as an asset class, we also note a change in investor behaviour. In the past, investors largely focused on core infrastructure: assets like toll roads and regulated utilities that provided steady, predictable income. However, strong demand for these assets has pushed valuations higher and
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