Author Archive for: gordon

Entries by Gordon Toy

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Media Release: Lonsec Managed Accounts add over $100M in October

Lonsec’s managed accounts have posted the fourth consecutive month of record growth in October, adding $100m in net inflows across its broad suite of diversified, retirement and listed portfolios. The results highlight the success of Lonsec’s research-backed managed account model, which combines Lonsec’s portfolio construction expertise with Australia’s largest investment product research team. Lonsec CEO […]

Media release: ESG confusion harms investors and the planet

A lack of clarity around environmental, social and governance (ESG) approaches to investing is creating confusion and making it harder for end investors to choose an investment product that fits their objectives and values. Leading investment research house Lonsec said that investors relying on pure ESG product scores or labels risk being misled about the […]

Super funds close to recouping losses, but pandemic risks remain

Super funds have started the new financial year with some positive momentum but face a period of stark uncertainty as Australian cases of Covid-19 rise and Victoria enters harsher lockdown conditions. While we have seen stabilisation in markets, they remain vulnerable to further shocks, while super fund performance is contingent on how communities and economies […]

The value of efficient portfolio implementation in volatile times

Whether in business, investing or life generally, when circumstances change, we need to be able to adapt quickly. The COVID-19 pandemic has forced us to transform our family, social and professional lives in a matter of weeks while contending with the uncertainty of lockdown and social distancing measures. For trust-based businesses that rely on face-to-face […]

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Media release: Lonsec extends full Managed Portfolio offering to BT Panorama users

Lonsec has partnered with BT Financial Group to make its suite of Listed and Retirement Managed Portfolios available on the BT Panorama platform. BT Panorama users now have access to all three of Lonsec’s Managed Portfolios, with the Multi-Asset Managed Portfolios already available on the platform. “We’re very pleased to partner with BT to enable their […]

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Lonsec’s Retirement Managed Portfolios now available on AMP MyNorth

Lonsec has partnered with AMP to make its Retirement Managed Portfolios available via MyNorth Managed Portfolio. The portfolios harness the depth and breadth of Australia’s leading research provider, allowing users to build high-quality retirement solutions incorporating Lonsec’s best investment ideas. Underpinning the portfolios is Lonsec’s strict quality criteria, requiring funds to be rated ‘Recommended’ or higher […]

Super funds face a high bar in 2020

Super members have every reason to be optimistic about 2020, but when it comes to a repeat of 2019’s double-digit returns, it would be wise to temper expectations. According to estimates from leading research house SuperRatings, 2019 was the best year for superannuation funds since 2013, with the median balanced option returning 13.8%. Despite a […]

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