|
Lonsec, a wholly owned subsidiary of Zurich Australia Limited, is one of only a few major research houses that provide unbiased advice to financial advisers. They offer full service wholesale stockbroking and hold an Australian Financial Service License (number 246842). Lonsec is also a Participant of the Australian Stock Exchange Group and a member of the Financial Industry Complaints Service Ltd.
Established in 1993, Lonsec provide us with a range of services covering Australian and International markets including:
- stock selection and stock broking
- investment research in listed equities and managed funds
- research into alternative investment products
- independent research in direct equities and managed funds
- corporate advice and specialty research via strategic alliances
Lonsec has consistently outperformed the ASX All Ordinaries Index, delivering a 141% cumulative gain compared to the ASX accumulation index of 61% for the period March 2000 to November 2004. Lonsec's commitment to client service, quality research and a highly skilled team of 24 analysts ensure they meet the most exacting and stringent stock broking requirements.
 Source: Lonsec
We add further value to our equity selection process through our overlay of additional external research. All our equity portfolios are reviewed against the research recommendations of the Credit Suisse First Boston group, a leading global investment banking and financial services firm. This additional step in our process provides increased rigidity and risk management to your equity portfolio.
|
