Up until November 2010, our licensee, Count, partnered with van Eyk research, a well-respected research house, to provide analysis of the managed funds we recommend to you. However, due to a number of changes in van Eyk, Count took the opportunity to review other research houses in the market to determine which would be the most suitable research provider going forward.
As a result of this review, Count decided to change our research house partner to Lonsec, a specialist investment research and stockbroking house that has been working in partnership with financial advisers for more than 16 years.
Lonsec analysts apply an incisive and penetrating style of product analysis, with each team member having extensive experience in the investment industry. Their analysis and recommendations incorporate a high level of qualitative research, explaining the key benefits or potential problems associated with various investment products.
Our overall research process remains the same and continues to provide clients with fund managers who have a stronger likelihood of delivering above average returns, reduced risk and superior service.
Count's Approved Product List consists of funds that Count's Research Committee has reviewed and endorsed as suitable. With the change in research house, the funds themselves have not changed and the research behind them continues to be relevant. We therefore do not believe the change to be an immediate cause for a review of clients' portfolios and we will continue with our scheduled review period.
If you wish to discuss further, please contact Sam Laser on 9532 9433.