Welcome to iRate Online

iRate is a secure website that contains Lonsec's research.

Access to iRate is via subscription only. If you are a financial planner or other investment professional, contact us if you are interested in subscribing. Or you can register for a free Demo account.

Why register for iRate?

iRate is a comprehensive research and portfolio construction tool that puts Lonsec Research’s investment and asset allocation expertise at your fingertips. It is the tireless partner working with you on a daily basis to bring quality, timely advice to your clients and keep you abreast of the latest market and investment insights.

Here's a snapshot of iRate's research and tools:

  • fund manager research and sector research, including recommendations on building portfolios
  • managed fund reports on over 15,000 products, including standard and advanced profiles and exportable comparative tables
  • monthly Investment Outlook Report, including economic, market and investment trend updates and Tactical Asset Allocations and Strategic Asset Allocations for investors across different risk levels
  • portfolio construction tools, where you can blend fund managers with different investment styles according to your clients' risk profiles and investment timeframes
  • access to generate up to 14 different calculations on risk and returns for your clients’ portfolios or investment products
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WHAT'S COMING UP?

  • MULTI ASSET DEANNE BAKER - Q4, 2014
  • GLOBAL EQUITIES - LARGE CAP RUI FERNANDES - Q4, 2014
  • PROPERTY SECURITIES - GLOBAL SAM MORRIS - Q4, 2014
  • AUSTRALIAN EQUITIES - SMALL CAP STEVEN SWEENEY - Q4, 2014