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.

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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Core Model Shares Portfolio Review

Following on from the recent changes to this portfolio, the Core Model Shares Portfolio Review goes into a bit more detail...

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Change to Core Model Shares Portfolio

There has been a couple of changes to Lonsec’s Core Model Shares Portfolio. In this review, Lonsec has elected to remove...

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Lonsec Listed Managed (and Model) Portfolios Update

Danial Moradi, Portfolio manager for the Lonsec Listed Managed Portfolios, provides an update on the portfolios’ per...

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Changes to Diversified Listed Model Portfolios

Over the last three months we have taken a more constructive view on risk assets and the shape of the economic recovery in...

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Change to Model Core Shares Portfolio

There has been a couple of changes to Lonsec’s Core Model Shares Portfolio. In this review, Lonsec has elected to remove...

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Change to Hybrids / Listed Income Model Portfolio

Following a review of the portfolio, Lonsec has elected to implement the following changes reflecting the upcoming expecte...

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Change to Core Model Share Portfolio

There has been a couple of changes to Lonsec’s Core Model Shares Portfolio. In this review, Lonsec has elected to ad...

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