Lonsec celebrates a 10 year success story

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For more than 10 years, Lonsec’s Australian Equity Core Model Portfolio has provided financial advisers with a highly concentrated, low-turnover portfolio solution for their clients. More than a decade later,

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Lonsec releases its Global Property Securities Fund Sector Review

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Lonsec’s 2010 Global Property Securities Fund Sector Review encompassed 16 funds, of which three attained Lonsec’s top rating, Highly Recommended. These funds are the AMP Capital Global Property Securities Fund,

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Lonsec releases natural resources sector review

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Lonsec has released its 2010 review of the Natural Resources sector, encompassing 11 funds across the three Natural Resources sub-sector lines: Resources: Investments participating in the energy, industrial metals and

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Lonsec releases 2010 Multi-Manager Sector Review

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Lonsec’s 2010 multi-manager universe consists of thirteen managers, of which twelve were formally researched and rated as part of this Sector Review. Multi-managers included in this review offer products across

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Investing responsibly

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Investors like to make money and for many years, the companies yielding the best returns may not have always been responsible corporate citizens. History is littered with shining examples of

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Lonsec releases 2010 Australian Equity Income Sector Review

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Lonsec has released its 2010 Australian Equity Income Sector Review, which encompassed nine funds. Two of those received a Highly Recommended rating, the CFS Wholesale Equity Income Fund and the

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Lonsec releases 2010 Alternative Income Sector Review

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Lonsec has released its 2010 Australian Alternative Income Sector Review, which consisted of 21 funds encompassing Alternative Income and Alternative Income (High). Of these, two Alternative Income funds received a

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Emerging markets, emerging opportunities

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Lonsec recently completed its 2010 review of the Global Emerging Markets and Regional Equities sector following review meetings held in March and April. Duncan Knight, Senior Investment Analyst, recounts some

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Update – Australian unlisted direct property funds

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The Australian unlisted direct property market has not escaped the credit squeeze, impact of rising interest rates, corrections in the global property markets and sharemarket volatility. These adverse factors have

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Lonsec releases Australian and Global Equity Responsible Investment sector review

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Lonsec’s annual Review of Responsible Investment Funds covered seven Australian equity and three global equity funds. Lonsec awarded its premier ‘Highly Recommended’ rating to two Australian Equity Funds – BT

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