Publicly accessible. Expertly managed.
Ready-made portfolios to suit a broad range of investment objectives.
LIS offers a range of ready-made investment solutions to advice businesses and licensees looking for professionally managed portfolios, with no minimum funds under management to access. 
These multi-sector portfolios provide different exposures to suit various investment objectives and time horizons, covering a choice of underlying investment vehicles i.e. Separately Managed Accounts (SMAs) and Managed Discretionary Account (MDAs) to cater for different client goals.
Our diversified range of ready-made managed accounts reflect our research backed investment ideas, incorporating dynamic asset allocation, with a choice of either an active or passive approach to investment selection.
The LIS offering is ideal for advice businesses looking for a ready-made solution to outsource the investment management component of their advice process.
LIS managed accounts help advisers to streamline operations and support scalable growth—underpinned by over 20 years of investment expertise and a strong track record across market cycles.
LIS managed accounts offer flexibility, compliance assurance, and ease of implementation.
Our range of ready-made managed account solutions
Listed
The portfolios provide investors with capital growth and income over the medium term, through exposure across a range of asset classes by investing in listed securities.
Multi-Asset
The portfolios provide investors with capital growth and income over the medium to long term through exposure across a range of asset classes and investment vehicles. The portfolios are designed to reduce overall portfolio risk by spreading investments across a number of specialist managers with complementary investment styles.
Retirement
The 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.
Sustainable
The Sustainable Managed Portfolios provide investors with capital growth and income through exposure to strategies that demonstrate strong environmental, social and governance (ESG) practices and where possible, can make a positive impact on the world by contributing to the UN’s Sustainable Development Goals agenda.
Australian Equities
Our Core and Income SMA portfolios provide a single sector solution investing in listed Australian equities, offering a number of different exposures to suit your clients’ investment needs.
A trusted and experienced team
Our experienced team of portfolio construction experts help you to achieve your investment objectives and meet the unique demands of your clients.
Our team has 20+ year track record of managing investments through various market cycles and with a strong risk adjusted performance.
The LIS suite of Managed Account solutions are managed by highly skilled and long-standing members of the LIS team, including:
Nathan Lim
Chief Investment Strategist, Evidentia Group
Deanne Baker
Deputy Chief Investment Strategist & Portfolio Manager – Multi-Asset
Dan Moradi
Portfolio Manager, Listed Products
David Matesic
Portfolio Manager, Core & Satellite
Platform Availability
| LIS Managed Accounts | AMP MyNorth | BT Panorama | CFS Edge | Expand Extra | Finclear | HUB24 | Macquarie Wrap | Mason Stevens | Netwealth | OneVue | Praemium |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lonsec Listed Managed Portfolios | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Lonsec Multi-Asset Managed Portfolios | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |||||
| Lonsec Sustainable Managed Portfolios | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |||||
| Lonsec Retirement Managed Portfolios | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |||||
| Lonsec SMA – Core | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ||||
| Lonsec SMA – Income | ✓ | ✓ | ✓ | ✓ | ✓ |
Get in touch with us
To learn more about how our range of investment solutions can help your business, get in touch with our team.