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.

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

Leveraging our experience in portfolio construction, we can help you develop bespoke managed account solutions, tailored to you and your client’s needs.

Best ideas portfolio construction

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

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.

Platform availability

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

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.

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.

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.