Colonial First State
Providing better outcomes for you and your clients
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 has provided model portfolios for CFS for over 14 years and are backed by our award-winning investment research and highly experienced investment team.
CFS aligned financial advisers can access Lonsec’s diverse suite of portfolios, available across CFS Edge and CFS FirstChoice.
About Lonsec
Lonsec provides financial advisers, fund managers and superannuation funds with practical, actionable insights that add real value to their investment and advice solutions. Comprising Lonsec Research, SuperRatings and Lonsec Investment Solutions, Lonsec rates over 5000 investment funds and equities and 500 plus superannuation products and is one of Australia’s fastest growing Managed Accounts providers.
Money Management Overall Research House of the Year for the last 5 years, Lonsec Research has a team of over 50 analysts that provide insights into the largest range of Managed Funds and Listed Products in the Australian marketplace. This research underpins Lonsec Investment Solutions, a highly experienced group of investment professionals across two separate investment committees and supplemented by external insights and consultants.
For over 14 years the Lonsec Investment Solutions team has been responsible for the specialised model portfolios available on the CFS FirstChoice platform. The results speak for themselves.
Lonsec is excited to offer these portfolios across an expanded range of risk profiles and as an implemented solution.
Lonsec portfolios available on CFS
Lonsec offers a range of managed portfolios across the various CFS platforms, see below for further detail.
CFS FirstChoice
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 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.
CFS Edge
Lonsec Listed Managed Portfolios: Aim for medium-term capital growth and income through investments in listed securities across various asset classes.
Lonsec Multi-Asset Managed Portfolios: Target medium to long-term growth and income by investing in multiple asset classes and investment vehicles, reducing risk by using specialist managers with complementary styles.
Lonsec Retirement Managed Portfolios: Focus on providing sustainable income and mitigating risks like capital drawdown during the transition from superannuation to pension phase.
Lonsec Sustainable Managed Portfolios: Aim for capital growth and income by investing in strategies with strong environmental, social, and governance (ESG) practices, contributing to the UN’s Sustainable Development Goals.
Lonsec SMA Core: Invests in a concentrated portfolio of high-quality Australian companies, suitable for investors seeking medium to long-term capital growth and income potential.
Lonsec Accelerate Series (Accelerate 100 & Accelerate 30): The Lonsec Active Accelerate Series of managed portfolios are available as Accelerate 100, attracts a 100% platform administration fee discount on CFS Edge.
The Lonsec Active Accelerate Series empowers financial advisers to seamlessly integrate cost-effective Separately Managed Accounts (SMAs) and sophisticated investment choices within a single account.
In addition, the Lonsec Retirement Managed Portfolios and Lonsec Multi-Asset Managed Portfolios are available on the CFS Edge platform as Accelerate 30, attracting a 30% platform administration fee discount.
Our investment philosophy
Lonsec’s investment research driven approach to portfolio construction, as applied to the CFS portfolios, is underpinned by four key beliefs:
Strategic approach
A strategic approach to portfolio management to achieve investment objectives while managing downside risk.
High quality assets
Investing in high quality investments underpinned by Lonsec’s extensive research.
Risk Management
A strong risk management culture supported by a rigorous governance process.
Diversified
A diversified approach to portfolio construction.
Our portfolio construction process
Lonsec’s investment process combines a strategic approach to asset allocation with investment selection.
Want to find out more?
Get in touch today to find out more about Lonsec’s Managed Portfolios, to create better investment outcomes for your clients.
Call us on 1300 826 395 or email support@lonsec.com.au.
Document centre
Please see the resources below to help you and your clients.
Resources
Lonsec Active
Lonsec Core Plus
Performance Summary
Fee Summary
Factsheet
Partner with Lonsec to construct tailored managed account solutions
We recognise that our ready-made investment solutions may not be suitable for all clients, which is why we also offer a suite of tailored managed accounts. These tailored portfolios allow advisers to cater to more individualised investment preferences, to help facilitate better investment outcomes for clients.
For advice firms seeking a collaborative approach, partnering with Lonsec means gaining access to a trusted partner committed to co-designing tailored solutions that meet the unique needs of your business and clients.
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