Download the Managed Portfolio Guide

Financial advisers are increasingly turning to managed accounts to comply with their best interest obligations, whilst also delivering excellent outcomes for their clients and streamlining some of the never-ending administrative and compliance burdens they face.

Lonsec’s managed portfolios and SMAs, utilise our award winning research and a large and highly qualified team of professionals to deliver outstanding outcomes. We take care of the core asset management, giving you more time to spend on adding value to your client relationships, demonstrating best interest and allowing you to scale your advice.

To find out more, download our Managed Portfolios Guide via the form on the right hand side of the page.

Download the guide

Lonsec Investment Solutions

Lonsec Investment Solutions Pty Ltd (Lonsec) is a specialist model portfolio manager with extensive expertise in portfolio construction, asset allocation and investment selection, with our best ideas encapsulated in a series of Lonsec managed portfolios to meet different client needs.

Drawing on Lonsec’s in-depth investment product research, our portfolios invest in managed funds and listed structures, such as Exchange Traded Funds (ETFs), that are rated Recommended and higher.

What are managed portfolios?

A managed portfolio is an investment scheme managed by a professional investment manager, such as Lonsec, on an investor’s behalf. The investment managers responsible for the investment decisions relating to the portfolio including the underlying investments held within the portfolio, as well as the portfolio weights and portfolio rebalancing.

The issuer of a managed portfolio is typically a platform provider. Managed portfolios on platforms are overseen by an appointed responsible entity (RE) or superannuation trustee.

Why managed portfolios?

Managed portfolios have seen a considerable rise in popularity and are rapidly becoming the investment structure of choice for many financial advisers.

A managed portfolio provides access to a single-asset class or diversified portfolio overseen by investment professionals, with all the benefits of research, implementation and reporting.

Managed portfolios offer a scalable investment solution allowing financial advisers to concentrate on strategic advice, while outsourcing the day to day portfolio management to experienced investment consultants.

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.