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Lonsec Holdings today announces key strategic appointments following the acquisition of Implemented Portfolios Limited in August 2022. Bruce Hawkins joins in the newly created role of Chief Operating Officer, Naomi Christopher is appointed a Head of Marketing and PR across the Lonsec Group and Steve Garth is appointed as Lonsec Product Investment Oversight Committee Chair. […]
It’s been a challenging year for sustainable investing as rising interest rates have negatively impacted longer duration growth assets, while the Russian invasion of the Ukraine has seen fossil fuel prices skyrocket. On the sustainability front, there is much to look forward to in 2023 as governments and businesses alike step up their commitments to […]
Despite a difficult year, the Multi-Asset portfolios have managed to outperform both the internal strategic benchmark and the peer group average benchmark. Active management, Dynamic asset allocation (DAA) and lowly correlated sources of return have meant that the portfolios have been able to navigate the volatile markets relatively well. The slightly underweight position in Global […]
The Retirement portfolios have weathered the choppy markets well. Whilst we haven’t been able to protect investors from all the losses over the course of 2022, the portfolios managed to protect around 360 to 470 basis points, depending on the risk profile over the calendar year. While the capital component of returns continues to exhibit […]
Overall, 2022 was a year to forget for both equity and bond investors, with both asset classes generating negative returns over the calendar year. In fact, aside from commodities and the USD, almost all other major asset classes generated negative returns over the year. In line with the broader market, Lonsec’s Listed Managed Portfolios generated […]
Super funds experienced a turbulent 2022 with heightened inflation driving ongoing interest rate rises and throwing international markets into periods of significant uncertainty. The median Balanced growth option reported a -4.8% return for the 2022 calendar year, making last year the fourth time since 2000 that members have seen balances fall over the year to […]
As we look to the future of service delivery in the administration space, we believe supporting funds to enhance their operational efficiencies and drive down costs, the ability to integrate with non-core administration systems, technological capability and adaptability, strong contact centre capabilities, where applicable, and capacity in a merger-heavy operating environment, are key elements impacting […]
We found that most funds follow an ESG integration style approach while low carbon and climate dominate funds’ sustainability themes. This isn’t too surprising given we are seeing a large member focus among funds taking climate action. Another point of interest was that despite almost all respondents considering ESG factors in their investments, only a […]
Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 2.6% in November, maintaining the momentum from October. While inflation remains elevated, some improvement in equity market sentiment helped funds to regain some of the losses from the beginning of the financial year. Uncertainty remains however, as people prepare for […]
By: Brendan Tully, Managed Account Consultant Recently, there has been much commentary on rising interest rates and inflation and the impacts on investment returns and your clients’ outcomes. There have been very few sectors which have produced positive returns in the last 12 months and so the impacts have been felt across the range of […]
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