After a sharp sell-off in October, markets rallied strongly over November and December, after hints from central banks that the end of the current rate…
Lonsec Listed Managed Portfolios Update – Q4, 2023 Read More »
Marc Hraiki, Executive Director of Sales and Service, chats with Ron Mehmet, Portfolio Manager – Tailored Investment Solutions, about term deposits, bonds and how advisers
Fixed Income and TDs – How advisers can think about client portfolios Read More »
The Lonsec Sustainable Managed Portfolios contributed most to the following United Nations Sustainable Development Goals (UN SDGs): SDG 3 Good Health & Well Being, SDG 7
Lonsec Sustainable Managed Portfolios – Q3, 2023 Read More »
With equity and bond markets both retracing for the quarter, the Lonsec Multi-Asset portfolios delivered negative absolute returns, however they delivered strong relative performance, outperforming the peer group…
Lonsec Multi-Asset Managed Portfolios – Q3, 2023 Read More »
The Retirement portfolios maintain a slight defensive bias. The business cycle is entering a more challenging period, with tighter financial conditions and softening consumer trends…
Lonsec Retirement Managed Portfolios – Q3, 2023 Read More »
Despite the market sell-off in September, rolling year portfolio returns remain positive, and ahead of the Benchmark, for Lonsec’s Listed Managed Portfolios, which is good…
Lonsec Listed Managed Portfolios Update – Q3, 2023 Read More »
The past decade has seen enormous growth in the number of sustainable investment products, with many advisers and their clients looking for guidance on how…
Lonsec Sustainability Report Read More »
At our recent Lonsec Symposium our Head of Sales, John Burton, spoke about how Lonsec’s full suite of solutions can help scale your advice business…
Helping you make better decisions for your practice and clients Read More »
