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Everything from Lonsec

Lonsec releases its Large Cap Australian Equity Sector Review

Lonsec’s review of the Large Cap Australian Equity Fund sector encompassed 36 active funds within the peer group considered “mainstream” funds. Of these, 10 attained Lonsec’s top rating, Highly Recommended,

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25 Mar 2011

White Paper: How important is Currency?

Currency Background Currency markets are one of the largest and most liquid in the world. Economic variables like interest rates, economic growth, inflation and productivity are some of the drivers

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09 Mar 2011

Lonsec celebrates a 10 year success story

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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01 Mar 2011

Lonsec releases its Global Property Securities Fund Sector Review

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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11 Jan 2011

Lonsec releases natural resources sector review

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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30 Nov 2010

Lonsec releases 2010 Multi-Manager Sector Review

From Deanne Fuller - Lonsec

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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17 Nov 2010

Investing responsibly

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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16 Nov 2010

Lonsec releases 2010 Australian Equity Income Sector Review

From Duncan Knight - Lonsec

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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03 Nov 2010

Lonsec releases 2010 Alternative Income Sector Review

From Libby Newman - Lonsec

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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28 Oct 2010

Emerging markets, emerging opportunities

From Duncan Knight - Lonsec

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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22 Oct 2010

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Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]