Introducing Lonsec Investment Solutions, the newest addition to FirstWrap Managed Accounts. In this video, we hear from Dan Moradi, Portfolio Manager for Lonsec’s listed portfolios, who shares the expert research and investment philosophy driving each of their new managed account portfolios.
Lonsec Investment Solutions (Lonsec) is a specialist model portfolio manager with extensive expertise in portfolio construction, asset allocation and investment selection. Lonsec has been managing model portfolios for over 20 years and has delivered managed account solutions to over 680 active advisers and managed $2.7bn in assets across a range of platforms (as at December 2021).
Lonsec provides financial advisers with access to a range of managed portfolio solutions across single sector strategies, multi-asset strategies investing in listed securities and managed funds and dedicated retirement portfolios.
Lonsec Investment Solutions’ team, led by Chief Investment Officer, Lukasz de Pourbaix, is responsible for the management of the portfolios, with oversight provided by the Asset Allocation, Manager Selection and Direct Equities Investment Committees.
Lonsec’s investment philosophy and investment research driven approach to portfolio constructionis underpinned by four key beliefs:
- a dynamic approach to portfolio management to achieve investment objectives while managing downside risk;
- investing in high quality investments underpinned by Lonsec’s extensive research;
- a strong risk management culture supported by a rigorous governance process; and
- a diversified approach to portfolio construction.
Lonsec offers 4 managed account portfolios on FirstWrap:
|Managed account portfolio||Investment category|
|Lonsec Listed Managed Portfolios - Balanced||Moderate|
|Lonsec Listed Managed Portfolios - Growth||Growth|
|Lonsec Listed Managed Portfolios - High Growth||High Growth|
|Lonsec SMA - Core||Australian Share|
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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of products which includes FirstWrap Plus Super and Pension and FirstWrap Super and Pension (closed to new investors 28 March 2011).
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service which includes FirstWrap Plus Investments and FirstWrap Investments (closed to new investors 28 March 2011).This document is based on current requirements and laws as at . While all care has been taken in preparing the information contained in this report (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information.
This document provides general information for the adviser only and is not to be handed to any investor. It doesn‘t takeinto account anyone’s individual objectives, financial situation, needs or tax circumstances.
You should read the relevant and Financial Services Guide (FSG) before making any recommendations to a client. The and FSG can be obtained from www.firstwrap.com.au or by calling us on 1300 769 619.