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Managed Funds Research Library
Getting Started
Managed Funds Search
- Search Options
- Understanding the various filtering options to use in your search criteria
- Selecting and viewing your search results
- Importing APLs / Searching using APIR codes
- Creating a Product Group
- Viewing fund data and reports with the Report Tabs
Managed Funds Fees - FAQ
Listed Research Library - Equities
Getting Started
Lonsec Equity Research
Using Equities in the Portfolio Construction Tool
Listed Research Library - Listed Income
Getting Started
Listed Income details
Frequently Asked Questions
Superannuation Research Library - Super Fund Research
Super Fund Research
Super Fund Comparison
Frequently Asked Questions
- What is your ratings methodology?
- How do you monitor super funds and their ratings?
- How are ratings assigned?
- How frequently is the data updated?
- Is performance quoted gross or net of fees?
- How are fees calculated?
Portfolio Construction
Getting Started
Creating & Managing Portfolios
- ★ Create & edit Asset Class Categories
- ★ Time-Series portfolio
- ★ Portfolio Reports
- Creating a Portfolio - using the Settings panel
- Portfolio Details tab
- Bulk Import portfolio into iRate
Portfolio Comparison
Additional tools
Quantitative Analysis
Getting Started
- Key Quantitative Analysis Features
- Quantitative Analysis - Quick Start
- Adding Products
- Deleting & De-selecting Products
- Settings
- Exporting Data and Charts
Quantitative Analysis Tool and Portfolio Management
Quant Charts Explained
See all 23 articlesLonsec Managed Accounts in iRate
Portfolio Construction
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My Custom Product
- ★ Custom Product - Overview
- Key My Custom Product Features
- Creating a Custom Product - Overview
- Creating a Term Deposit/Cash product
- Creating a Custom Fund
- Creating a Custom Benchmark
Workbench
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Frequently Asked Questions & Tips
FAQ
- ★ Buy/Sell Differential - How it's calculated
- ★ Where do I find ETF's?
- Are the fees, MER, ICR, buy/sell differential considerate of the different platforms?
- What is the difference between NR, TR, GR & PR for indices?
- How do I remove the platform funds from my search results?
- Where do I find mFunds?