Lonsec Listed Managed Portfolios

Lonsec’s Listed Managed Portfolios provide investors with capital growth and income over the medium to long term through exposure across a range of asset classes by investing in listed securities. The Listed portfolios have been designed for investors seeking a diversified portfolio aimed at generating growth with some income.
Investment universe
The Listed portfolios invest across a diversified range of Australian equities, global equities, property and infrastructure, fixed interest assets and alternative assets. The portfolio can access such exposure through Australian Listed Securities including Exchange Traded Funds (ETFs), Exchange Traded Products (ETPs) such as Listed Investment Companies (LICs) and Listed Investment Trusts (LITs), Exchange Traded Bonds (XTBs) and Exchange Traded Hybrids, Separately Managed Accounts (SMAs) and cash.
Find out more
If you are interested in hearing more about Lonsec’s Listed Managed Portfolios, please contact your BDM or call us on 1300 826 395.
Platform availability
Lonsec Managed Accounts | AMP MyNorth | BT Panorama | CFS Edge | CFS FirstWrap | Expand Extra | Finclear | HUB24 Choice Menu | HUB24 Core Menu | Macquarie Wrap | Netwealth | OneVue | Praemium |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Lonsec Multi-Asset Managed Portfolios | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | |||||
Lonsec Listed Managed Portfolios | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | |
Lonsec Sustainable Managed Portfolios | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ||||||
Lonsec Retirement Managed Portfolios | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | |||||
Lonsec SMA – Core | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ||||
Lonsec SMA – Income | ✔ | ✔ | ✔ | ✔ | ✔ |