Retirement Managed Portfolios

Specially managed portfolios to provide income, growth & risk control

MANAGED RETIREMENT PORTFOLIOS

Income + Growth + Risk Control

As the market “thought leader” in the specific needs of retirees, Lonsec have specialised, fully managed Retirement Portfolios designed specifically for the unique requirements of retirement that simultaneously cover the needs for income, growth, and risk control.

These portfolios aim to achieve attractive and sustainable income returns through a diversified portfolio of managed investments. They are designed to mitigate risk, such as capital drawdown risk, which can materially impact the longevity of a retirement portfolio, particularly in the early stages of transitioning from superannuation to pension phase. This is achieved by diversifying the portfolios by asset class, investment strategy, fund manager and sources of return.

Growth

The Growth Retirement Portfolio has an income objective of 4% pa, and aims to provide capital growth over the medium to long term by investing in a diversified range of asset classes. The portfolio will generally have around 80% in growth assets and 20% in defensive assets, however will use strategies in the growth assets bucket to mitigate risk and volatility.

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Balanced

The Balanced Retirement Portfolio has an income objective of 4% pa, and aims to provide some capital growth over the medium to long term by investing in a diversified, balanced range of asset classes. The portfolio will generally have around 60% in growth assets and 40% in defensive assets, however will use strategies in the growth assets bucket to mitigate risk and volatility.

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Conservative

The Conservative Retirement Portfolio has an income objective of 4% pa, and aims to provide some capital growth over the medium to long term by investing in a diversified range of asset classes. The portfolio will generally have around 40% in growth assets and 60% in defensive assets, however will use strategies in the growth assets bucket to mitigate risk and volatility.

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