Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Change to Listed Model Portfolios – change to global property exposure

We have made changes to the Lonsec Listed Managed Portfolios following our Manager Selection Investment Committee meeting,...

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Quarterly Update Video: Lonsec Listed Model Portfolios

The positive market momentum came to an end in September, ending an impressive 11-month run of gains, with the S&P/ASX...

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Listed Model Portfolios – Structure Review

The Listed Model (and managed) Portfolios provide investors with capital growth and income over the medium to long term th...

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Changes to Diversified Listed Model Portfolios

We have made changes to the Lonsec Listed Managed Portfolios following our quarterly Asset Allocation and Manager Selectio...

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Change to Core Model Shares Portfolio

There have been some changes to Lonsec’s Core Model Shares Portfolio. In this review, Lonsec has elected to remove two s...

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Change to Diversified Listed Model Portfolios

A change has been made to the Diversified Listed Model Portfolios. This change has been implemented with the aim of mainta...

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Lonsec TV – Quarterly Update – Lonsec Listed Managed Portfolios

The positive market momentum continued over the June quarter, leading to historical returns over the financial year, with ...

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Hybrids / Listed Income Model Portfolio Changes

There has been a change to the Hybrids / Listed Income model portfolio. One of the Consumer Discretionary subordinated not...

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Emerging Leaders Model Portfolio Changes

There has been a number of changes to the Emerging Leaders Model Portfolio. Stocks involved on the Remove / Reduce side in...

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