Lonsec iRate Login

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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.