Powered by MOMENTUM MEDIA
investor daily logo

Lonsec expands access to managed portfolios

  •  
By Reporter
  •  
3 minute read

Lonsec Investment Solutions has added its managed portfolios to an additional two platforms, Macquarie Wrap and Hub24.

In a statement, Lonsec Investment Solutions said it has expanded its range of managed portfolios and now offers its capabilities on both Macquarie Wrap and Hub24.

“Our managed portfolios allow advisers to access the portfolio construction and research expertise that Lonsec is known for in a structure that works for their clients,” said Lonsec Investment Solutions chief investment officer Lukasz de Pourbaix.

“All of these portfolios use managed funds as the underlying investments however they are wrapped up within a separately managed account (SMA) structure so the client retains beneficial ownership of the assets and portfolio switches and rebalancing are streamlined.

==
==

“This is coupled with Lonsec’s investment monitoring and governance process including ongoing reviews of the portfolios underpinned by Lonsec’s broad research capabilities,” he said.

Hub24 has added a range of Lonsec retirement portfolios that have a bias towards income and risk management, the statement said. On Macquarie Wrap, Lonsec will provide a series of portfolios that include alternative assets.

The deal with Macquarie and Hub24 follows that of BT Panorama, where Lonsec currently offers a range of diversified portfolios. 

Read more:

No 'imminent' downgrade for Australia: BlackRock

'Wall of money' to fuel alternative finance sector

Financial services salaries to be ‘restricted’ in 2016

Man GLG names head of emerging markets debt

IFM Investors completes Pacific Hydro sale