How the survey was conducted
This is the first annualMoney Management/Lonsec Agribusiness Survey and we believe it is the first time that such a listing of projects has been published widely.
Obtaining information for the survey came from various sources, says Lonsec Alternative Research Group general manager Marty Sammon.
“The survey was based on promoters that had projects at June 30 last year. We then took product rulings up to mid-February to add new schemes to the list,” he says.
Lonsec also e-mailed promoters with questionnaires to create the data for the survey. Despite follow-up calls, some promoters failed to complete the questionnaires, so have not been included in the survey.
The agribusiness sector has now grown into a significant segment of the funds management industry.Money Managementhopes that, by publishing such a survey, it will enable financial planners to check quickly what is available for their clients and run simple comparisons between schemes. Financial planners, however, should seek quality research on individual schemes before making recommendations to their clients.
The survey will be published again next year andMoney Managementand Lonsec encourages promoters to contact us with details of their schemes.
Money Managementand Lonsec would like to thank all those promoters who responded to create this comprehensive listing of what is available to financial planners this year.
Recommended for you
AMP has reported a 61 per cent rise in inflows to its platform, with net cash flow passing $1 billion for the quarter, but superannuation fell back into outflows.
Those large AFSLs are among the groups experiencing the most adviser growth, indicating they are ready to expand following a period of transition and stabilisation after the Hayne royal commission.
The industry can expect to see more partnerships in the retirement income space in the future, enabling firms to progress their innovation, according to a panel.
Vanguard has launched a suite of five model portfolios in partnership with Lonsec Investment Solutions to offer active-passive solutions for financial advisers.
