Implement high-quality SMA solutions

Lonsec’s SMA portfolios allow you to take advantage of the benefits of the SMA structure while accessing professional portfolio construction expertise. Enhance the value of your financial advice offering with direct equity solutions based on our extensive ASX 200 share research and specialised equity rating models.

Our SMA portfolios

Lonsec SMA – Core

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.



Lonsec SMA – Income

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.

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.

The cornerstones of Lonsec’s investment style for constructing our SMAs include

Quality at a Reasonable Price

(QARP)

In-depth quantitative and qualitative research identifies the highest quality companies within the ASX200 universe that are trading at a discount to their intrinsic value, on a risk adjusted basis.

High conviction

The portfolio typically invests in 15-25 stocks. The portfolio can have a maximum cash holding of 10%.

Low turnover

Given our longer-term investment horizon, the portfolio typically exhibits low turnover of around 20-30% p.a.

Strong risk management

In-depth research, investment committee approval process, conservative portfolio construction rules and the use of a variety of quantitative-based portfolio risk metrics to understand and monitor portfolio risk form the main components of Lonsec’s risk management process.

Platform availability

Our managed accounts are accessible via a growing list of investment platforms.

Want to find out more?

Get in touch today to find out how we can partner with you to create better investment outcomes for your clients.

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

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