Lonsec Separately Managed Accounts (SMAs)

Lonsec’s SMAs (Core & Income) provide a choice of single sector solutions investing in listed Australian equities, offering a number of different exposures to suit your clients’ investment needs.

The Lonsec SMA – Core portfolio aims to generate long-term returns above the benchmark by investing in a concentrated portfolio of large-cap Australian listed companies within the S&P/ASX 200 benchmark. The portfolio is suitable for investors seeking capital growth, over a period of five years.

The Lonsec SMA – Income portfolio 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 within the ASX 200 universe. The portfolio is suitable for investors seeking above benchmark income stream and capital growth in-line with inflation.