We are excited to announce that we’ve retained our Highly Recommended’ rating from Lonsec for our investment bond—the Life Events issued April 2024[1]
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
