The Sustainable portfolios returned solid absolute returns over the December quarter in the order of 6.4% to 7.8% depending on the risk profile. In a […]
Lonsec Sustainable Managed Portfolios – Q4, 2023 Read More »
After a sharp sell-off in October, markets rallied strongly over November and December, after hints from central banks that the end of the current rate…
Lonsec Listed Managed Portfolios Update – Q4, 2023 Read More »
The Lonsec Sustainable Managed Portfolios contributed most to the following United Nations Sustainable Development Goals (UN SDGs): SDG 3 Good Health & Well Being, SDG 7
Lonsec Sustainable Managed Portfolios – Q3, 2023 Read More »
With equity and bond markets both retracing for the quarter, the Lonsec Multi-Asset portfolios delivered negative absolute returns, however they delivered strong relative performance, outperforming the peer group…
Lonsec Multi-Asset Managed Portfolios – Q3, 2023 Read More »
The Retirement portfolios maintain a slight defensive bias. The business cycle is entering a more challenging period, with tighter financial conditions and softening consumer trends…
Lonsec Retirement Managed Portfolios – Q3, 2023 Read More »
Despite the market sell-off in September, rolling year portfolio returns remain positive, and ahead of the Benchmark, for Lonsec’s Listed Managed Portfolios, which is good…
Lonsec Listed Managed Portfolios Update – Q3, 2023 Read More »
