The Core SMA invests in a concentrated portfolio of quality Australian companies. The portfolio is suitable for investors seeking capital growth with income potential over the medium to long term.
The Income SMA aims to deliver an above-benchmark, tax-effective income stream and reasonable capital growth over the medium to long term by investing in a concentrated portfolio of large-cap Australian listed companies. Suitable for investors seeking above benchmark income stream and capital growth in-line with inflation.
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.
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Call us on 1300 826 395 or email info@lonsec.com.au.
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