We are excited to announce that we’ve retained our Highly Recommended’ rating from Lonsec for our investment bond—the Life Events Bond, issued April 2024.
Lonsec is one of Australia’s top research houses which rates over 1,250 investment products.
The Lonsec Product Review report states “The ‘Highly Recommended’ rating indicates that Lonsec considers the investment bond to be the preferred entry point to the sector. The issuer or structure of the investment bond has competitive advantages in most areas of assessment in people, process and design, with no areas of material weakness.”
Some of the strengths highlighted in the report include:
- “A relatively large investment menu of 41 options that includes a range of low cost diversified and sector indexed options.”
- “The administration fee charged by KeyInvest is at the lower end compared to its Lonsec rated peers.”
- “The KeyInvest Life Events Bond offers above average additional features compared to Lonsec rated peers.”
This rating demonstrates our commitment to supporting the unique financial needs of our members.
Head of Investor Distribution, Tom Huntley highlights that it is not the first time this positive rating has been issued for our product.
“It’s really pleasing to have our Life Events Bond recognised for the third consecutive year with the coveted ‘Highly Recommended rating, demonstrating the strength of our offering,” he says.
Click here for more important information about this rating: https://www.lonsec.com.au/logo-disclosure
Lonsec Disclaimer (applies to both LEB & FB)
Ratings are only one factor to be taken into account when deciding to take out a financial product. Refer disclaimer https://www.lonsec.com.au/
The rating issued 04/2024 for the KeyInvest Life Events Bond & 02/2023 for the KeyInvest Funeral Bond are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit https://www.lonsec.com.au/ for ratings information and for Financial Advisers to access the full report. © 2024 Lonsec. All rights reserved.
