The Lonsec Retirement Managed Portfolios are objectives-based portfolios focusing on delivering a sustainable level of income in retirement, as well as generating capital growth.
These portfolios have been constructed to provide advisers flexibility in terms of meeting retirees’ income and capital objectives, which will vary depending on individual circumstances and lifestyle goals.
The objectives-based nature of the portfolios means that they have a greater focus on absolute rather than relative performance. They are also designed to reduce risks that are particularly relevant to retirees, such as capital drawdown risk, which can materially impact the longevity of a retirement portfolio, particularly in the early stages of transitioning from the superannuation to pension phase of investing.
Investment universe
The Retirement portfolios invest across a diversified range of Australian equities, global equities, property and infrastructure, and fixed interest assets. The portfolios may also invest in alternative assets. The portfolios can invest in managed funds, listed securities, managed portfolios, Exchange Traded Funds (ETFs) 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
Deanne Baker
Deputy Chief Investment Strategist & Portfolio Manager – Multi-Asset
