Lonsec managed portfolio added to two platforms
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.
AUTHOR
Malavika Santhebennur
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