In response to growing demand from advisers, Lonsec has launched a new risk profile of its Listed Managed Portfolios onto the HUB24 platform. The new Conservative profile adds to the Balanced, Growth and High Growth profiles already available on HUB24. The Conservative portfolio has been designed for investors with a preference for a portfolio that exclusively invests in listed securities on the ASX, including direct equities and Exchange Traded Funds (ETFs). The portfolio has an investment objective of generating excess returns of +1.6% above the cash rate over a minimum time frame of 4 years.
The Conservative portfolio was initially launched as a model portfolio in December 2010 and has generated total returns of 6.9% p.a. since inception, including an income return of 3.3% p.a.; well ahead of its peer group and internal objectives.
The Conservative portfolio has a long-term average exposure of around 40% to growth assets and around 60% to defensive assets. While the underlying asset class exposure and fund selection reflect each risk profile’s objectives, the overall long-term weightings to growth and defensive assets are aligned to each risk profile.
As with all the Listed Managed Portfolios, the Conservative profile is actively managed by Lonsec’s Investment Solutions team, using a combination of active and passive securities to achieve its investment objectives at a lower overall cost for investors.
The new Conservative portfolio is currently available exclusively on HUB24 and leverages Lonsec’s investment knowledge and extensive research capabilities in listed structures to help advisers and their clients achieve their investment goals.
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