Listed managed portfolios
Our listed SMA provide a range of portfolio solutions investing in listed securities including Australian equities sector portfolios and diversified portfolios.
An active, concentrated, low-turnover strategy focused on quality Australian large cap shares with a balance between growth and income.
Active, concentrated , low-turnover strategy focused on quality yield generating shares with high levels of franking
An active Australian smaller companies strategy focused on generating long-term growth.
A range of low cost diversified portfolios aligned to Lonsec’s strategic asset allocation process across a variety of risk profiles investing largely in a mix of direct equities and ETFs.
Managed fund SMAs
Our managed fund model portfolios investment are multi-sector diversified portfolios investing in a range of high quality managed funds. The portfolios target a variety of client types including the accumulators through to retirees.
Active, diversified portfolios aligned to Lonsec’s strategic asset allocation framework investing in traditional assets.
Active, diversified portfolios aligned to Lonsec’s strategic asset allocation framework incorporating alternative assets.
Diversified, objectives-based portfolios focused on generating income and growth, as well as managing risks associated with the drawdown phase.