Lonsec Sustainable Managed Portfolios

Lonsec’s 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.

Investment universe

The Sustainable 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 exposures through managed funds and Australian listed securities such as exchange traded funds (ETFs), Exchange Traded Products (ETPs), managed portfolios and cash.

The portfolio construction process leverages Lonsec Research’s qualitative ratings and Sustainability Research.

Platform Availability

LIS Managed AccountsAMP MyNorthBT PanoramaCFS EdgeExpand ExtraFinclearHUB24 Macquarie WrapMason StevensNetwealthOneVuePraemium
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Lonsec Multi-Asset Managed Portfolios✓✓✓✓✓✓
Lonsec Sustainable Managed Portfolios✓✓✓✓✓✓
Lonsec Retirement Managed Portfolios✓✓✓✓✓✓
Lonsec SMA – Core✓✓✓✓✓✓✓
Lonsec SMA – Income✓✓✓✓✓

Sustainable limits & exclusions

Lonsec Investment Solutions’ approach to responsible investing leads us to actively seek out strategies that contribute positively to at least one of the broad environmental, societal or economic objectives of the SDGs. While seeking to ‘do good’ is a key pillar of our approach, we will also seek to ‘avoid unnecessary harm’ to the planet and society by excluding or limiting exposure to a range of business activities considered fundamentally misaligned to the objectives of the UN SDGs.

Portfolio Manager

Deanne Baker
Deputy Chief Investment Strategist & Portfolio Manager – Multi-Asset

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