The Lonsec Listed Managed Portfolios provide investors with capital growth and income over the medium to long term through exposure across a range of asset classes by investing in listed securities. The Listed portfolios have been designed for investors seeking a diversified portfolio aimed at generating growth with some income.
Investment universe
The Listed portfolios invest across a diversified range of Australian equities, global equities, property and infrastructure, fixed interest assets and alternative assets. The portfolio can access such exposure through Australian Listed Securities including Exchange Traded Funds (ETFs), Exchange Traded Products (ETPs) such as Listed Investment Companies (LICs) and Listed Investment Trusts (LITs), Exchange Traded Bonds (XTBs) and Exchange Traded Hybrids, Separately Managed Accounts (SMAs) and cash.
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 | ✓ | ✓ | ✓ | ✓ | ✓ |
Portfolio Manager
Dan Moradi
Portfolio Manager, Listed Products
