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.

Model Portfolio Change – Hybrids

Lonsec Investment Solutions has implemented a change in the Hybrids / Listed Income Model Portfolio. In this review, Lonse...

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Changes to Diversified Listed Model Portfolios

The Lonsec Asset Allocation Investment Committee held an interim meeting in May to discuss the evolving economic environme...

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Model Portfolio changes – Emerging Leaders portfolio

The Emerging Leaders model portfolio has had the following changes: Deploy the excess cash allocation and rebalance portf...

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Listed Model Portfolios Update Video

Quarterly Update – Q1 2022 Global equities were the Listed portfolios’ main detractor from returns over the quarter. A...

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Video – Diversified Model Portfolio Changes & Market Update

We have made some changes to the ETFs in the Lonsec Diversified Listed Model Portfolios following a review. The changes ...

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Changes to Diversified Listed Model Portfolios

In the wake of the Russian invasion of Ukraine, and the increasing geopolitical uncertainty and general market volatility,...

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Quarterly Update Video – Lonsec Listed Portfolios

Equity markets ended the year in December on a positive note, with the S&P/ASX 200 finishing up an impressive 17.2% fo...

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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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