We have made changes to the Lonsec Listed Managed Portfolios following a review. These changes were effective as of 15 March 2022.
The changes have been made to the Lonsec Listed Managed Portfolios with the aim of:
– Reducing our Overweight allocation to Emerging Markets back to Neutral (lowering exposure to EMMG/VGE).
– Increasing allocation to Real Assets (increasing exposure to IFRA).
– Increasing diversification within our Global Equities allocation while reducing the Overweight exposure to the Technology sector. This is achieved by adding VVLU to the portfolios, funded by taking profit on NDQ and trimming exposures to VEU and QUAL.
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