Tailor your search using the filters

SEARCHING FOR PRODUCTS

You can search by

1. Product or manager name or APIR/ASX code using the search box; or
2. Using the filters 

The filters can be used alongside entering a keyword in the search box or on their own

Filters can be used individually, or in combination with no limit to how many filters you apply

 

To access the filter click on the 'View Filter'  icon to open

 

The core filters on the All Products tab will be found across each of the investment product research tabs

• Product Type: when on All Products you can restrict the search results returned to just the investment product(s) you are interested in. For example select to view results for ETF and managed funds only;
• Asset Class: filter by one or more asset class;
• Rating: filter by products rated by Lonsec or SuperRatings only;
• Sustainability Score: Lonsec's sustainability score helps you understand the extent to which
  an investment product's portfolio is contributing to, or detracting from the key environmental and social challenges facing society and the environment. It is a quantitative estimate of the net ‘goodness’ in a portfolio. The score nets the positive contributions to the 17 SGDs against the negative impact of exposures to controversial industries from the activities of the companies held in a fund’s portfolio. This filter is applicable to managed funds, ETF, LIC/LITs and Super Option research products only;
• Portfolio Exclusions: these are the controversial industries reviewed as part of the Sustainability Score and are: adult entertainment, alcohol, coal mining, fossil fuel powered energy, gambling, gold mining, mining, tobacco, uranium nuclear, and weapons. This filter is applicable to managed funds, ETF, LIC/LITs and Super Option research products only;
• Product Group: search for products saved in one or more of your product groups, which can be used to save your core products or APL;
• Portfolio:  search for the products saved in one or more of your saved portfolios;
• Performance: search by a performance value setting a minimum and/or maximum range over a defined period (1month, 3 month, 1 year etc);
• Fee: filter using a ICR and/or MER value setting a minimum and/or maximum range; 
• Fund Size: define the minimum and/or maximum or range to search for products by FUM.

The are additional filters available in each investment product tab, relevant to that product alongside the ones mentioned here on the All Products tab

 

Searching by asset class, sector, sub-sector for managed funds, ETFs, LIC/LITs and Super Options

You can filter at any one of these levels, or use a combination

It is possible to start 'bottom up' with sub-sector to identify products across all sectors which may meet your criteria and you can use the keyword search in the drop down menu to locate them easily.

Like-wise you can filter by asset class first, followed by sector and sub-sector.

 

Clearing the filters

To start a new search you can clear previously selected filters either by:

1. Clicking on Reset All - this will clear everything in the search; or
2. In each filter click on Deselect All or Reset - this will clear the selection in that filter only