Lonsec Managed Portfolios

Access expertly managed, high quality investment portfolios with active risk management

WHEN ITS TIME FOR PROFESSIONAL PORTFOLIO MANAGEMENT

There can sometimes come a point in the lifecycle of a SMSF where you don’t want to do all the investing anymore, and you’d rather just have it all done for you.

Lonsec is a specialist, experienced portfolio manager, using our long standing knowledge and expertise in portfolio construction. Our managed portfolios take away all the hassle of “doing it all yourself”, whilst encapsulating all the best ideas from our extensive, industry leading investment research.

Lonsec offers a range of diversified portfolios to cater for a variety of investor goals, along with our ‘Retirement’ portfolios designed specifically for the very unique needs of retirees – or indeed pre-retirees or accumulators who just want a smoother investment experience. 

Best ideas from extensive research

Our managed portfolios harness the best ideas from Lonsec’s  experienced investment research team of over 40 research professionals, with coverage across both ASX listed shares and products, and managed funds.

Risk Management

Investing is not all just about the potential upside of an investment. Downside risk is very important, at both the investment level  and the portfolio level. We actively manage risk with a dynamic portfolio construction approach to asset allocation and investment selection. 

Long term track record

Lonsec has a long history of delivering high quality managed portfolios and achieving excellent portfolio outcomes.

Rigorous governance process in research

With a strong risk focus, we have a well-established governance process supported by our formal investment committee and review processes.

Retirement Portfolio Specialists

As the market thought leader in the specific needs of retirees, Lonsec have specialised portfolios for retirees that simultaneously cover the needs for income, growth, and risk control.

 

Listed Managed Portfolios

Investing in shares & ETFs listed on the ASX, these portfolios seek to provide investors with capital growth and income over the medium term, through exposure across a range of asset classes.

Investment portfolios available include High Growth, Growth, and Balanced options.

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Multi-Asset Managed Portfolios

Investing in managed funds, these portfolios seek to provide investors with capital growth and income over the medium to long term through exposure across a range of asset classes. The portfolios are designed to reduce overall portfolio risk by spreading investments across a number of specialist managers with complementary investment styles.

Investment portfolios available include High Growth, Growth, and Balanced options.

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Retire Managed Portfolios

Also investing in managed funds, these portfolios are designed specifically for the unique requirements of retirement and are structured in a specific way to simultaneously address the needs for income, growth, and risk control.

Investment portfolios available include Growth, Balanced, and Conservative options.

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