Lonsec continues to drive investment efficiencies for advisers by expanding its support of Managed Accounts on the Netwealth platform. Lonsec has added to Netwealth’s Global Specialist Series (GSS) Managed Account range, by launching Lonsec GSS Index Plus.
The portfolios are built around core Netwealth GSS passive strategies, and a range of active satellite funds that leverage Lonsec’s extensive research capabilities and backed by its rigorous governance and review process.
‘These new managed portfolios give investors and financial advisers access to investment solutions supported by one of Australia’s largest investment consulting and research teams,’ said Lonsec CEO Mike Wright.
‘Being able to access our portfolio construction and investment selection expertise can help advisers and investors to make better investment decisions and we’re proud to partner with Netwealth to bring these portfolios to the market,’ continued Wright
Lonsec GSS Index Plus offers four portfolios: Moderate, Balanced, Growth and High Growth. Each is designed to achieve different risk and investment objectives over various timeframes. They are constructed using a range of growth and defensive assets such as Australian and global equities, property, fixed interest, and cash.
‘We were excited to develop this suite of portfolios with Netwealth as they offer a cost competitive solution for investors looking for a quality investment providing capital growth and income over the medium to long term. The portfolios also incorporate dynamic asset allocation and use a core/satellite approach to investment selection,’ said Lonsec CIO Lukasz de Pourbaix.
Matt Heine, Netwealth Joint Managing Director said ‘Lonsec bring a wealth of investment research and portfolio construction expertise to this partnership, and we are sure that these portfolios will prove popular with our advisers and investors.’
Lonsec is one of Australia’s fastest growing Managed Accounts portfolio managers, with monthly net inflows recently exceeding $250m. Lonsec also recently acquired the specialist Managed Discretionary Account provider, Implemented Portfolios Limited, who has a deep history and commitment to helping advisers meet the needs of their clients.
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For more information, please contact:
Rob Hardy
Rob.Hardy@lonsec.com.au
