Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Latest Corporate Actions Journal

Lonsec’s latest Corporate Actions Journal has been updated. It includes information and corporate action recommendations...

Sign up or login to read

Monthly Hybrids / Listed Income Report – Dec 2021

The Hybrids / Listed Income investments monthly yield report is now available for December 2021. This report includes the ...

Sign up or login to read

ETF & LIC Updates: FAIR, HETH, ETHI, MGG, MGE

BetaShares Australian Sustainability Leaders ETF Recommendation Change: — / ASX Code: FAIR Lonsec has maintained the...

Sign up or login to read

Company Updates: WOW, CQR, CKF, CCP

03/12/2021 Woolworths Group Limited (WOW) announced yesterday a non-binding transaction proposal to Australian Pharmaceuti...

Sign up or login to read

Fixed Income Update

Lonsec has recently completed it’s Fixed Income managed funds sector review, where Lonsec goes into a detailed assessmen...

Read article

ETF Updates: INCM, HNDQ, GRNV, GDX, NDQ, ESGI, MOAT

BetaShares Global Income Leaders ETF Recommendation Change: — / ASX Code: INCM Lonsec has maintained the Fund’...

Sign up or login to read

Company Updates: AMP, EML, FPH, HVN, WEB, TNE, WPL

29/11/2021 AMP Limited (AMP) on Friday announced that they expect to recognise additional impairment charges of approximat...

Sign up or login to read

Company Updates: CWN, TWE, ALL, NUF, CBA, ELD, IPL

22/11/2021 Crown Resorts Limited (CWN) announced on Friday it had received a non-binding proposal by Blackstone Inc and it...

Sign up or login to read

ETF & LIC Updates: DJRE, WXHG, WXOZ, SFY, OZR, OZF, RDV, RARI

SPDR Dow Jones Global Real Estate ETF Recommendation Change: ▼ / ASX Code: DJRE Lonsec has downgraded the Fund to an...

Sign up or login to read