Lonsec Listed Managed Portfolios
The portfolios provide investors with capital growth and income over the medium term, through exposure across a range of asset classes by investing in listed securities.
The portfolios provide investors with capital growth and income over the medium term, through exposure across a range of asset classes by investing in listed securities.
The Sustainable Managed Portfolios provide investors with capital growth and income through exposure to strategies that demonstrate strong environmental, social and governance (ESG) practices and where possible, can make a positive impact on the world by contributing to the UN’s Sustainable Development Goals agenda.
The portfolios aim to achieve attractive and sustainable income returns through a diversified portfolio of managed investments. They are designed to mitigate risk, such as capital drawdown risk, which can materially impact the longevity of a retirement portfolio, particularly in the early stages of transitioning from superannuation to pension phase.
The portfolios provide investors with capital growth and income over the medium to long term through exposure across a range of asset classes and investment vehicles. The portfolios are designed to reduce overall portfolio risk by spreading investments across a number of specialist managers with complementary investment styles.
Our SMAs provide a choice of single sector solutions investing in listed Australian equities, offering a number of different exposures to suit your clients’ investment needs.
Expertise and services provided by investment professionals who manage and monitor the portfolios. Sophisticated SAA and DAA processes.
Our managed accounts harness our established investment research, with coverage across listed and unlisted investment products.
Experienced in investment research and supported by one of Australia’s largest investment research and investment consultant teams.
With a strong risk focus, we have a well-established governance process supported by our formal Asset Allocation and Fund Manager Selection committees.
Leveraging our experience in portfolio construction, we can help you develop bespoke managed account solutions, tailored to you and your client’s needs.
Access our extensive portfolio construction expertise via our dynamic portfolio construction approach to asset allocation and fund manager selection.
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.