If you are not happy with the results below please do another search
Join experts from Lonsec, Janus Henderson, and Challenger for an exclusive 45-minute webinar, hosted by Lonsec, to delve into the challenges and trends shaping the Fixed Income landscape. Our aim is to provide you with a well-rounded understanding of how fixed-income assets, annuities, and term deposits can seamlessly integrate within a portfolio and help you […]
Lonsec Holdings today announces the key strategic appointment of Nathan Lim as Chief Investment Officer and Executive Director, Lonsec Investment Solutions, Lonsec’s fast growing investments division. Nathan joins from Morgan Stanley Private Wealth Management Asia where he was Co-Head of Investment Management Services. While at Morgan Stanley, Nathan developed Morgan Stanley’s award winning multi-asset investment […]
Analysis by SuperRatings has shown that paying attention to how your superannuation is invested pays dividends. SuperRatings has tracked the returns of the most common super options over the past 10 years with the results displayed in the chart below. SuperRatings Executive Director, Kirby Rappell, says “A balance of $100,000 in Nov 2011 invested in […]
With half the country in what seems never ending rounds of lockdowns and pandemic fatigue setting in, one of the last things most Australians want to do is look at their Superannuation balances and investment options. That is, however, exactly what SuperRatings is wanting us to do, as neglecting your super or responding to short […]
Lonsec has welcomed key senior appointments with Mike Wright joining as CEO and Kevin Brennan as Chief Information Officer (CIO). These appointments follow the recent renewal of the Lonsec board. Mike has over 25 years’ experience in leading businesses and teams within Financial Services and joined from Xplore Wealth Ltd (ASX: XPL.AX), where he was […]
We are very happy to advise that Netwealth has added Lonsec’s Sustainable Managed Accounts to their menus. The Lonsec Sustainable Managed Accounts complement our existing range of managed accounts available on Netwealth – Lonsec Listed Managed Accounts, Lonsec Retirement Managed Accounts and Lonsec Multi Asset Managed Accounts. We are a proven partner in Portfolio Construction […]
Lonsec’s managed accounts have posted the fourth consecutive month of record growth in October, adding $100m in net inflows across its broad suite of diversified, retirement and listed portfolios. The results highlight the success of Lonsec’s research-backed managed account model, which combines Lonsec’s portfolio construction expertise with Australia’s largest investment product research team. Lonsec CEO […]
Watch the recording of the awards session and panel discussion The 18th SuperRatings and Lonsec Fund of the Year Awards, was hosted virtually for the first time on October 29th and was attended by over 750 attendees. In a year of momentous change and disruption, it is critical that we continue to connect and recognise […]
With central bankers around the world committing to keep interest rates low for many years to come, this creates an issue for retirees looking for income. Traditional defensive assets such as cash and fixed income which typically form a large percentage of retiree portfolios are producing levels of income significantly below historical averages. In Australia, […]
Thanks to Covid-19, investors face “lower for even longer” when it comes to yields. With interest rates at historic lows and around a third of ASX-listed companies having suspended, cancelled, or revised dividend payments, generating the same level of income that investors have enjoyed in the past is becoming ever more challenging. In this environment […]
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.