Lonsec managed portfolio added to two platforms

lonsec/platforms/macquarie-bank/HUB24/investment/

1 February 2016
| By Malavika |
image
image
expand image

Lonsec Investment Solutions has added its managed portfolio capabilities to two platforms: Macquarie Wrap and HUB24.

The move comes after the establishment of Lonsec Investment Solutions last year, which combines Lonsec's investment research capability and portfolio construction experience to bring investment solutions for advisers and their clients.

HUB24 has added a range of Lonsec Retirement Managed Portfolios, which has three diversified objectives-based model portfolios with a bias towards delivering income, while also managing risks for retirees, including inflation risk.

Macquarie Wrap has added Lonsec Managed Portfolios Elite (conservative, balanced, or growth), which is a series of model portfolios that has a strategic asset allocation framework and includes alternative assets.

Lonsec Investment Solutions' chief investment officer, Lukasz de Pourbaix, said Lonsec had an investment monitoring and governance process, including continual reviews of the portfolios.

"All of these portfolios use managed funds as the underlying investments; however they are wrapped up within a separately managed account structure so the client retains beneficial ownership of the assets and portfolio switches and rebalancing are streamlined," he said.

The addition of the portfolios to HUB24 and Macquarie platforms comes after BT Panorama added the managed portfolios, which offers a range of diversified portfolios that use its strategic asset allocation across traditional assets only, excluding alternatives.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 2 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND