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Entries by Lonsec

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Money Management 35th Annual Fund Manager of the Year Awards 2023 – Winners Announced

Congratulations to all the winners and nominees for this year’s Fund Manager of the Year Awards. For Lonsec and Money Management, these awards are a celebration of the very best of the funds management industry and we will recognise the very best innovations and products and services that improve the investment outcomes of Australians. As […]

Money Management 35th Annual Fund Manager of the Year Awards 2023

We are pleased to reveal the Fund Manager of the Year Awards finalists for 2023. As previously announced, we are thrilled to be partnering with Money Management and Momentum Media to deliver this year’s Fund of the Year Awards. As the exclusive Research Partner, we bring a wealth of experience and expertise to the awards and will […]

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Lonsec Sustainable Managed Portfolios – Q1, 2023

It has been a stronger quarter for sustainable investors as many of the headwinds facing the sector throughout 2022, eased substantially. The dispersion between energy and information technology has narrowed considerably, with investors turning to quality and defensiveness as economic growth looks set to slow across the remainder of the year. Against that backdrop, the […]

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Lonsec Sustainable Managed Portfolios – Q3 2022

The Lonsec Sustainable portfolios outperformed the peer group benchmark and the internal benchmark over the September quarter. Dynamic asset allocation added value thanks mostly to the underweight position in fixed income. Rising interest rates saw real assets bear the brunt of the volatility in Q3, with the exposure to REITs and listed infrastructure detracting from […]

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Lonsec Retirement Managed Portfolios – Q3 2022

It has been another challenging quarter for multi-asset investors with both equity and bond markets for the most part continuing their declines. High inflation prints, aggressive central bank policy tightening, and fears of recession are driving extreme market volatility.  However, the Retirement portfolios have weathered the storm relatively well. Whilst we haven’t been able to […]

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Lonsec Listed Managed Portfolios Update

Quarterly Update – Q1 2022 Global equities were the Listed portfolios’ main detractor from returns over the quarter. Although the BetaShares NASDAQ 100 and VanEck MSCI International Quality ETFs bounced back in March, both finished the quarter 10% lower, while the defensive sector exposures in Healthcare and Consumer Staples outperformed the broader market benchmark year-to-date. […]

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