Access the detailed guide here Understanding the new Lonsec Research Reports
This document walks you through the new content in the Reviews from the Rating Model Factors and Product Characteristics on page one, through to information on the ESG process.
Included in this document are details about:
- Lonsec Rating Model – gives an overview of the seven key areas we assess to determine a product’s rating. This methodology has always been at the heart of our research process and is now included at the beginning of the report to give a quick visual overview of the rating and to help you compare the product to its peers.
- Product Characteristics – in response to Adviser feedback we have introduced Product Characteristics to the report. We have included those characteristics which are important for determining a rating.
- Key Facts Page – we have brought all the key facts of the product together to make it easier for you and your clients to locate important information about the product. This page will include facts relevant to the product such as the top 10 holdings, key product objectives, asset allocation and ratings history for the last three years and we have added the Distribution Profile for relevant funds.
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