Providing better outcomes for you and your clients
Lonsec (FirstChoice Managed Account Range)
Lonsec has partnered with Colonial First State (CFS) to offer investors a suite of diversified portfolios, aimed at generating growth, that incorporates strategic asset allocation and an active approach to investment selection. Lonsec Active (FirstChoice Managed Account Range) and Lonsec Core Plus (FirstChoice Managed Account Range) leverage Lonsec’s extensive research capabilities and invests only in funds that are rated Recommended or higher.
The portfolios have over a 14-year track record of delivering performance consistent with Lonsec’s investment philosophy, having been managed by Lonsec as model portfolios available via CFS. These model portfolios are now available to advisers as managed portfolios via the FirstChoice platform.
The Lonsec Active (FirstChoice Managed Account Range) is allocated to active funds and the Lonsec Core Plus (FirstChoice Managed Account Range) has a core allocation to Index funds.