LIS Growth Alternatives (LGA) Individually Managed Account (IMA)
Your individualised solution for high-net-worth clients
With the positive trends we are seeing in private markets, Lonsec Investment Solutions (LIS) have a unique investment solution designed exclusively for Advisers and their high-net-worth clients.
LIS sees these Alternative markets providing HNW investors an opportunity to add uncorrelated assets to their portfolio further lifting the benefits of owning a well-diversified portfolio by potentially enhancing returns and simultaneously lowering overall portfolio risk.
The LIS Growth Alternatives IMA provides an entry point into these sophisticated investments with a minimum initial investment of $500,000, an investor can begin their investment journey into Alternative markets with a highly individualised portfolio.
Asset Allocation
The LIS Growth Alternatives IMA Portfolio will include investments into Alternative markets including investments in Private Equity, Private Credit, Real Assets, Hedge Funds and Commodities.
The core portfolio is designed to deliver equity-like returns but with significantly less volatility than equity markets.
Access to the full breadth of Private Markets through our Netwealth and iCapital partnership
Once an account has built up to an investment size of $2.5 million, investors will be invited to participate in opportunistic deal flow.
By accessing the partnership between Netwealth and global fintech iCapital, advisers will be provided with the ability to act with speed in accepting global and domestic opportunistic deal flow. This deal flow will include access to private equity, hedge funds and other opportunities from some of the world’s leading General Partners, Hedge Funds and Specialist Fund Managers. Offshore opportunities will be sourced via iCapital through an existing agreement between iCapital and Netwealth, with iCapital exclusively available in Australia through Netwealth.
iCapital will manage the administration, structuring and sourcing of deal flow, addressing the complexity that comes with accessing offshore deal flow. With the flexibility of utilising the IMA, the portfolio can be further tailored to better align with individual investor preferences. The integration between LIS and Netwealth will also enable a streamlined account opening and subscription processes for advisers and their HNW clients. Investors will also get an annual tax statement from Netwealth.
Hear more from our Chief Investment Officer, Nathan Lim:
Benefits for advisers and end investors
Aligned with client needs
The LGA supports advisers with a framework to offer high-net-worth-individuals (HNWIs) a personalised investment portfolio tailored to their individual investment preferences. This approach enables advisers to enhance portfolio characteristics to better align with individual client needs.
Best-in-class Alternative products
Advisers gain access to opportunistic deal flow via the Netwealth and iCapital partnership, offering differentiated, best-in-class global Alternative products curated for their most important, wholesale clients.
Access to exclusive and global investment ideas and opportunities
Advisers can broaden their value proposition by presenting HNWIs with a Private Bank-like experience, giving them access to exclusive and global investment ideas and opportunities.
Strengthened client relationships
Strengthen relationships with HNWIs by offering solutions beyond wealth preservation, including new high-impact investment ideas and personalised opportunities. Delivering tailored, exclusive strategies helps retain clients and build long-term loyalty.
An efficient and scalable solution
Our MDA structure provides advisers with an efficient and scalable HNW solution, that eliminates the time-consuming back-office administration of private market investing, whilst simultaneously providing their clients with a highly engaging and unique investment experience.
Why partner with us
- The LGA supports advisers with a framework to offer high-net-worth-individuals (HNWIs) a personalised investment portfolio tailored to their individual investment preferences. This approach enables advisers to enhance portfolio characteristics to better align with individual client needs.
- Advisers gain access to opportunistic deal flow via our partnership with Netwealth and iCapital, offering differentiated, best in class global Alternative products curated for their most important, wholesale clients.
- Advisers can broaden their value proposition by presenting HNWIs with a Private Bank-like experience, giving them access to exclusive and global investment ideas and opportunities.
- Strengthen relationships with HNWIs by offering solutions beyond wealth preservation, including new high-impact investment ideas and personalised opportunities. Delivering tailored, exclusive strategies helps retain clients and build long-term loyalty.
- Our MDA structure, provides advisers with an efficient and scalable HNW solution, that eliminate the time-consuming back-office administration of private market investing, whilst simultaneously providing their clients with a highly engaging and unique investment experience.
Find out more
If you are interested in hearing more about the LGA, please contact your BDM or call us on 1300 826 395.