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.

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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Changes to Diversified Listed Model Portfolios

Lonsec’s Listed Diversified Model Portfolios have been reviewed, and we have made the following changes to the portf...

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Change to Core Model Share Portfolio

A change has been flagged today in the Core Model Shares Portfolio. One holding has been removed due to recent announcemen...

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Changes to Core Model Share Portfolio

The Core Model Share portfolio has just had 4 changes made to it. There are two new stock additions, and a reduction to tw...

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Changes to ASX Listed Diversified Model Portfolios

The Diversified ASX Listed Model Portfolios have had some changes, specifically in the Global Equities allocation, along w...

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