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Portfolio Perspectives
Portfolio Perspectives from the CIO's office

Portfolio Perspectives from the CIO Office: November 2024

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We publish our biennial Strategic Asset Allocation (SAA) update and reiterate our pro-cyclical Dynamic Asset Allocation (DAA) tilts. In this month’s edition of Portfolio Perspectives, we hear from Nathan Lim, Chief Investment Officer of Lonsec Investment Solutions, and Deanne Baker, Deputy Chief Investment Officer of Lonsec Investment Solutions. Tthe key messages for investors are: To […]

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Media releases, News, SuperRatings

Media release: Funds deliver strong quarterly return despite uncertain environment

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Historically September has been a more subdued month for superannuation returns, however funds have delivered for members this year with superannuation research house SuperRatings estimating that the median balanced option returned 1.1% to members over the month. This year’s September return is expected to be the first-time in five years that most funds returns will

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Portfolio Perspectives
Portfolio Perspectives from the CIO's office

Portfolio Perspectives from the CIO Office: October 2024

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Explaining the shift to Slight Overweight for Global Listed Property, and Slight Underweight for Australian Equities. In this month’s edition of Portfolio Perspectives from Nathan Lim, Chief Investment Officer of Lonsec Investment Solutions, the key messages for investors are: To access the full Portfolio Perspectives for October 2024, download the PDF here, along with the

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Media releases, News, SuperRatings

Media release: Super Returns Stay Afloat Through August Turmoil

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August was a turbulent month for markets, leading to some swings in superannuation returns with a strong downturn in the first two weeks followed by a swift recovery. Overall funds managed a small gain for members with leading superannuation research house SuperRatings estimating that the median balanced option returned 0.4% to members over August.  “The

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Portfolio Perspectives
Portfolio Perspectives from the CIO's office

Portfolio Perspectives from the CIO Office: September 2024

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ASX100 corporate earnings, commodity prices, Australian equity valuations and growth outlooks for FY25. In this month’s edition of Portfolio Perspectives from Dan Moradi, Portfolio Manager, Listed Products, the key messages for investors are: To access the full Portfolio Perspectives for September 2024, download the PDF here, along with the charts & commentary. You can also

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News

Lonsec wins IMAP Awards ‘Responsible Investing’ category for third consecutive year

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At last week’s 2024 IMAP Managed Accounts Awards, Lonsec was announced as the winner of the Responsible Investing category. With this most recent award, we are proud to have won the category for the third year running. This achievement highlights our commitment to leading the way in responsible investing. We would like to thank IMAP

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Media releases, News, SuperRatings

Media release: August jitters dampen positive July returns

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After a strong FY24 result, super funds made a good start to the new financial year with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.9% to members over July. However, markets quickly shed those gains in the first two weeks of August. “We saw returns retaining their momentum from last

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