Money Management: Lonsec Outrates the Raters

Lonsec has been voted by a combination of funds management and financial advisory industries as the inaugural Money Management Funds Ratings House of the Year.

Money Management combined the findings of its traditional annual Rate the Raters survey of fund managers with its new Rate the Raters survey of financial planners and dealer groups, conducted for the first time in July, to determine the winner of the Fund Ratings House of the Year Award.

Lonsec emerged as the unquestioned winner due to its strong performance against all of the criteria.

To read the entire article click here.

Lonsec launches Portfolio Administration Service

Due to growing demand for administrative support, Lonsec has officially launched a portfolio administration service (PAS) to financial adviser clients. Lonsec’s PAS provides a seamless and cost-effective portfolio management and administrative solution.

PAS undertakes all the necessary administration tasks of direct equity and managed funds portfolio management, while financial advisers maintain full visibility and control over transactions, records and reporting requirements.

click here to download brochure

Lonsec Managed Portfolio Service

The Lonsec Managed Portfolio Service is a limited Managed Discretionary Account (MDA) that provides financial planners with a fully outsourced investment solution for investors. The discretionary component is limited to Lonsec’s notional direct equity model portfolios, alleviating financial planners of the decision-making responsibilities associated with portfolio management as well as the need to gain client consent as and when changes are made to the selected Lonsec model portfolio.

Combined with all the benefits of Lonsec’s Portfolio Administration Service--including statutory reporting, corporate actions and the handling of paperwork--this service provides financial advisers with a dependable and straightforward solution for investors.

click here to download brochure

Portfolio Picks – ING Extended Alpha Australian Share Fund

Portfolio Construction Forum, in conjunction with Lonsec, produces regular fund manager and researcher interviews to provide advisers with an in-depth discussion about specific investment products. This month ING’s Senior Portfolio Manager Gian Pandit and Lonsec’s Lukasz de Pourbaix, discuss the ING Extended Alpha Australian Share Fund. To qualify as a Portfolio Pick, a fund has to be Highly Recommended by Lonsec.

For more information or to see the Portfolio Pick, click here.