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 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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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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