Lonsec Managed Portfolios

Access expertly managed portfolios of managed funds

MULTI-ASSET MANAGED PORTFOLIOS

Actively Managed Diversified Portfolios

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 multi-asset diversified portfolios provide a range of exposures designed to suit different investment objectives and time horizons.

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

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

High Growth

The portfolio will have a long-term average exposure of around 98% to growth and alternative assets and around 2% to defensive assets, however the allocations will be actively managed within the allowable ranges depending on market conditions.

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Growth

The portfolio will have a long-term average exposure of around 80% to growth and alternative assets and around 20% to defensive assets, however the allocations will be actively managed within the allowable ranges depending on market conditions.

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Balanced

The portfolio will have a long-term average exposure of around 60% to growth and alternative assets and around 40% to defensive assets, however the allocations will be actively managed within the allowable ranges depending on market conditions.

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