Our SMAs provide a range of portfolio solutions investing in listed Australian equities.
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
Our managed portfolios are multi-sector diversified portfolios investing in a variety of high quality assets. The portfolios target a variety of client types including the accumulators through to retirees, based on specific investment goals.
Active, diversified portfolios incorporating Lonsec’s dynamic asset allocation and designed to provide capital growth and income over the medium to long term through exposure across a range of asset classes and investment vehicles, including traditional and alternative assets, listed or unlisted.
Diversified portfolios incorporating Lonsec’s dynamic asset allocation, investing largely in a mix of direct equities across a range of Australian shares, international shares, property and infrastructure, fixed interest and alternative assets, as well as listed securities including Exchange Traded Funds (ETFs).
Diversified portfolios aiming to achieve attractive and sustainable income and designed to mitigate risk, such as capital drawdown risk, which can materially impact the longevity of a retirement portfolio, particularly in the early stages of transitioning from superannuation to pension phase.