DIY Model Portfolios

Portfolios of “best ideas” from Lonsec Research

  • Mid cap growth stocks, large cap stocks, hybrids, and diversified ASX listed portfolios to choose from
  • Strong performance track records
DIY MODEL PORTFOLIOS

Asset selection done for you

DIY Model portfolios provide you with a recommended list of investments that you can then implement (either fully or partly) via your own trades in your own SMSF trading account.

​Lonsec’s professional investment management team uses our research team’s “best ideas” to construct portfolios for a variety of different objectives and risk tolerances.

Lonsec has a long history of offering model portfolios to advisers and investment professionals, with a strong track record of performance.

These model portfolios are now available directly to you, the SMSF investor.

Emerging Leaders Shares

The Emerging Leaders Model Portfolio aims to deliver strong returns over the medium to long term, by investing in a diversified portfolio of emerging, small to mid cap growth stocks.

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Core Shares

The Core Model Share Portfolio aims to deliver strong returns over the medium to long term, by investing in a diversified, concentrated portfolio of high quality, larger cap Australian listed companies.

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Hybrids

The Hybrids Model Portfolio aims to deliver a sustainable income stream well in excess of cash and inflation, while maintaining capital stability over the medium to long term.

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High Growth

The Listed High Growth Portfolio aims to deliver strong capital growth returns, with some income, over the medium to long term by investing almost entirely in growth assets such as Australian & International shares, and Property & Infrastructure, with a small amount of cash. As the name suggests, all assets are “listed” on the ASX (shares + ETFs).

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Growth

The Listed Growth Portfolio aims to deliver strong capital growth returns, with some income, over the medium to long term by investing in a diversified range of asset classes. As the name suggests, all assets (shares + ETFs) are “listed” on the ASX, with around 80% in growth assets and 20% in defensive assets.

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Balanced

The Listed Balanced Portfolio aims to deliver a balance of income and capital growth over the medium term by investing in a diversified range of asset classes. As the name suggests, all assets (shares + ETFs) are “listed” on the ASX, with around 60% in growth assets, and 40% in defensive assets.

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Latest Research & Insights

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