Screenshot of Managed Funds Research Table with Filter

Managed Funds research is provided via it’s own research table in the Members Research Portal, with a sample screenshot of this below. It includes the fund’s RATING, asset class, and performance data. The default setting of the table is that over 1000 Managed Funds are listed in alphabetical order, however a member can reduce this list using their own research criteria via the use of the filters, and can then arrange the order by clicking on the column of choice (either ascending or descending).

 

Product Profile pdf reports are available on all managed funds, which provide a variety of information about the fund. Product Viewpoint pdf reports are also available on many Managed Funds. These are a two-page summary research report, which includes information of what the fund is, performance tables, how to use the fund in a portfolio, the “rating” of the fund, Lonsec’s overall opinion of the fund, fund manager profile, Lonsec’s suggested risk profile suitability, and it’s strengths and weaknesses. They can be accessed by clicking on the graph icon in the REPORT column of the Managed Fund a member is interested in.

 

CLICK HERE for a sample.

 

Note: the screenshot below is not current data. Do not rely on this information for investment decisions. It is also truncated, and does not show the full list of Managed Funds available.

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