Lonsec iRate® Packages
Lonsec Research and Ratings – Gold Partner of My Dealer Services
iRate® is Lonsec’s award-winning investment research portal that all MDS members and support staff are able to access at exclusive pricing.
iRate® subscription pricing
A subscription to iRate® can be structured to suit your individual business needs and is priced per number of research libraries you select.
The first research library you receive has access to the tools in iRate®, including portfolio modelling and comparison tools, performance, and risk-based charts, the ‘Products Like This’ tool, and our market strategy and data insights.
Prices as at 12/09/2025 are:
- First library: $1,475 p.a. plus GST
- Additional library: $325 p.a. plus GST each
MDS members receive exclusive pricing for their iRate® subscription, which is discounted from the retail price.
My Dealer Services iRate® Packages
Filter your investment product universe and receive market leading research and investment insights across all investment structures.
Managed Funds Research
Provides access to managed fund ratings, quantitative insights, and key data across the managed funds product universe.
Listed Equities Research
Access to ETF, LICs / LITs and hybrid research and ratings as well as direct equities ratings on the constituents of the ASX 200.
Super Fund Research
Access ratings and qualitative factors for a wide range of super funds and investment options, supported by research from our SuperRatings team.
You can subscribe to one, two or three of the iRate® Research Libraries depending on your practice and client needs. Every subscription includes access to our comprehensive suite of tools, including portfolio construction and comparison, quantitative analysis, product comparison tools, and our market insights.
Managed Funds Research Library
- Managed funds research for over 1250 products
- Market reports
- Access to model portfolios
- Access to training and support
- Portfolio construction tools
- Quantitative analysis tools
Listed Research Library
- ASX 200 research
- Listed income research
- ETF research
- LIC/ LIT research
- Portfolio construction tools
- Quantitative analysis tools
Super Fund Research
- Super option research & ratings for 600 products
- Super comparison tool
- Asset allocation comparison tool
- Net benefit comparison tools
- Portfolio construction tools
- Quantitative analysis tools
Meet your best interest duties
In today’s world, providing financial advice requires clients’ best interest duties to be met, according to the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics 2019, which continues to be a requirement for all financial advisers, now administered by ASIC/Treasury.
In depth, qualitative investment research
Access our unparalleled breadth and depth of qualitative investment research and insights, covering traditional managed funds, listed products, alternatives, super funds and super fund investment options.
Award-winning research
We have been named as Best Research House for the fourth year in a row in the 2025 Adviser Ratings Financial Advice Report and recognised as Best Investment Research Firm at the 2024 Australian Wealth Management Awards, demonstrating our focus on delivering high-quality investment research and insights.
While we have grown and our product offering has evolved over the past 30 years, we remain committed to helping all Australians make better financial decisions.
Lonsec ratings definitions
The Lonsec rating system designates financial products under the categories of Highly Recommended, Recommended, Investment Grade, Fund Watch, Redeem and Screened Out. These ratings reflect Lonsec’s degree of conviction in the financial products’ ability to generate risk adjusted returns in line with relevant objectives.
