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 qualitative ratings, ESG BioMetrics and our Sustainability Research.
| For Periods Ending December 2023 |
1 mth (%)
|
3 mths (%)
|
1 yr (%)
|
|
Portfolio Total Return *
|
4.99 | 7.20 | 12.31 |
|
Peer Group Benchmark **
|
3.72 | 5.51 | 10.52 |
|
Excess Return
|
1.27 | 1.69 |
1.79
|
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. *Performance prior to 1 January 2016 is based on a notional portfolio. **Peer Group Benchmark is based on the Financial Express UT Peer Group Multi-Asset Indices.
Performance figures are for the period ending December 2023
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.
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.
Experienced in investment research and supported by one of Australia’s largest investment research and investment consultant teams.
Access our extensive portfolio construction expertise via our dynamic portfolio construction approach to asset allocation and fund manager selection.
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.
Lonsec’s approach to responsible investing leads us to actively seek out strategies that contribute positively to at least one of the broad environmental, societal or economic objectives of the SDGs. While seeking to ‘do good’ is a key pillar of our approach, we will also seek to ‘avoid unnecessary harm’ to the planet and society by excluding or limiting exposure to a range of business activities considered fundamentally misaligned to the objectives of the UN SDGs.
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.