Lonsec Sustainable Managed Portfolios

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.

Investment universe

The Sustainable 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 exposures through managed funds and Australian listed securities such as exchange traded funds (ETFs), Exchange Traded Products (ETPs), managed portfolios and cash.

The portfolios will apply filters based upon Lonsec’s ESG Biograph and our Sustainability Research.

Lonsec Sustainable Managed Portfolios

Now available on HUB24

For Periods Ending
31 July 2020
3 mths (%)
6 mths (%)
1 yr (%)
Lonsec Sustainable Growth*
6.12
-5.85
1.92
FE UT PG Multi-Asset Growth Index**
4.40
-7.81
-3.25

*As this is a new portfolio commencing November 2020, all performance prior to this date is an estimate based on a back tested portfolio of the securities and funds held at commencement. Past performance is not a reliable indicator of future performance. Performance is calculated before taxes and other fees such as model management and platform fees and are net of underlying investment management fees. For full details of fees, please refer to the relevant platform provider. Performance is notional in nature and the actual performance of individual portfolios may differ to the performance of the Managed Portfolios. Totals presented in this report may not sum due to rounding. **Peer Group Benchmark is based on the Financial Express UT Peer Group Multi-Asset Indices.

Sustainable Managed Portfolios

Performance figures are for the period April 2018 to July 2020

Want to find out more?

Get in touch today to find out more about Lonsec’s new Sustainable Managed Portfolios, to truly align your clients investments with their personal values.

Call us on 1300 826 395 or email info@lonsec.com.au.

Significant Features

  • Risk profile
  • Average exposure to growth assets
  • Average exposure to defensive assets
  • Minimum timeframe
  • Investment objective
  • Benchmark
  • Balanced
  • 60%
  • 40%
  • 5 years
  • 2.4% p.a. above cash
  • Balanced
  • Growth
  • 80%
  • 20%
  • 6 years
  • 3.2% p.a. above cash
  • Growth
  • High Growth
  • 98%
  • 2%
  • 7 years
  • 4.0% p.a above cash
  • Aggressive

Benchmark: Financial Express UT Peer Group Multi-Asset Indices

The Lonsec managed account difference

Professional expertise

Expertise and services provided by investment professionals who manage and monitor the portfolios. Sophisticated SAA and DAA processes.

Research driven managed accounts

Our managed accounts harness our established investment research, with coverage across listed and unlisted investment products.

Well-resourced and experienced

Experienced in investment research and supported by one of Australia’s largest investment research and investment consultant teams.

Rigorous governance process

With a strong risk focus, we have a well-established governance process supported by our formal Asset Allocation and Fund Manager Selection committees.

Tailored and flexible solutions

Experienced in investment research and supported by one of Australia’s largest investment research and investment consultant teams.

Best ideas portfolio construction

Access our extensive portfolio construction expertise via our dynamic portfolio construction approach to asset allocation and fund manager selection.

Our investment philosophy

Lonsec combines a dynamic approach to asset allocation with active investment selection. To be eligible for portfolio inclusion, fund managers must meet Lonsec’s minimum quality criteria, which includes funds rated Recommended or higher by Lonsec’s investment research team.

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.