Top 10 Holdings data is available in our research reports on iRate®.
The most recent Top 10 Holdings data is included in the Product Profile and Fund Viewpoint reports for individual managed funds and superannuation products included in the Super Option research library.
This holdings data provides an indicative view of where a product is investing, helping to identify any potential overlap between products.
Where will I find this information?
In the Product Profile you will find the Top 10 Holdings for managed funds and superannuation products.
In the Product Viewpoint you will find the Top 10 Holdings table on the second page of the report as at the time the product was assessed by the Lonsec Research team. Page three of the Viewpoint provides the most recent top 10 holdings data, as provided by the product provider to Lonsec's data vendors.
What products have this data?
Top 10 Holdings data is available for the following products:
- Managed Funds
- Superannuation products under the Super Option research library
At this stage we are unable to provide holdings data for the following products, but hope to increase our coverage in time:
- ETF’s
- LIC/ LIT’s
- SMA’s
- Structured Products
The Top 10 Holdings data is missing for a product
This data is sourced from our data vendor FE Fundinfo, using the information product issuers have provided to them. If holdings data is missing for a product you use please let us know and we will raise a request to source the information (email: support@lonsec.com.au)
Comments