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 click here to register for a complimentary trial of iRate.

 

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.

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

  • fund manager research and sector research spanning over 800 products
  • fund profiles and data on over 17,000 unlisted products, including product profiles and exportable comparative tables
  • portfolio construction tool where you can blend funds with different investment styles according to your clients' risk profiles and investment timeframes
  • portfolio comparator to compare up to five portfolios based on performance, price, asset allocation and risk
  • interactive quantitative analysis tool to analyse risk and returns for funds, peer groups, portfolios and benchmarks
  • 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
  • Interactive Tactical Asset Allocation Model (ITAM) to create an optimal mix of assets based on a client’s risk profile and expectations based on the economic outlook