Lonsec Managed Portfolios

Access expertly managed investment portfolios of shares & other ASX listed assets

DIVERSIFIED MANAGED PORTFOLIOS

Actively Managed Shares and ETFs

Our diversified 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. They incorporate dynamic asset allocation combined with an active approach to investment selection.

Our listed diversified portfolios provide a range of exposures designed to suit different investment objectives, and time horizons.

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

Previously only available via advisers, Lonsec’s managed portfolios are now available directly to you, the SMSF investor.

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.

Find out more

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. It will have around 80% in growth assets and 20% in defensive assets, depending on market conditions.

Find out more

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. It will have around 60% in growth assets, and 40% in defensive assets, depending on market conditions.

Find out more

Register for our FREE newsletter to receive investment insights, education, and SMSF trustee updates