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
Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demographic, according to PwC.
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advice practices.
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovative opportunities it presents.