CFS

Providing better outcomes for you and your clients

Lonsec (FirstChoice Managed Account Range)

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 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 portfolios have over a 14-year track record of delivering performance consistent with Lonsec’s investment philosophy, having been managed by Lonsec as model portfolios available via CFS. These model portfolios are now available to advisers as managed portfolios via the FirstChoice platform.

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.

Lonsec CFS Portfolio Update – Q3, 2023

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 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.

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 info@lonsec.com.au.

Contact us

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.

Document centre

See resources below to help you and your clients.

View performance reports and SOA’s in iRate®

Resources

Lonsec Active

Lonsec Core Plus
Performance Summary
Fee Summary
Factsheet

Supporting Material

Download
Portfolio Guide
Lonsec Investment Philosophy
Why Managed Accounts – Adviser
Why Managed Accounts – End Investor
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Link to: Contact

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 39, 25 Martin Place, Sydney NSW 2000

Lonsec Melbourne
Level 33, 120 Collins Street, Melbourne VIC 3000

Lonsec Adelaide
Suite 3, Level 2, 12 Pirie Street, Adelaide SA 5000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

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Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.