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Smarter Money Investments gets Lonsec tick

Smarter Money Investments gets Lonsec tick

Reporter
— 1 minute read

Lonsec has rated two Smarter Money Investments products as ‘recommended’, citing a high regard for the portfolio managers.

In a recent statement, Smart Money said Lonsec has upgraded its Smarter Money Active Cash (SMAC) strategy from ‘investment grade’ to ‘recommended’.

Lonsec said it has a high regard for the fund’s senior portfolio managers Darren Harvey and Christopher Joye and places the quality of the expanded investment team towards the upper end of the spectrum.”

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“The managers’ thorough understanding of the Australian market dynamics, deep research capabilities, the active allocation between credit and cash equivalents, and strong performance-driven culture are attractive features of this offering.”

Lonsec also gave an inaugural ‘recommended’ rating to the Smarter Money Higher Income (SMHI) fund.

It said a ‘recommended’ rating indicates that Lonsec has strong conviction the financial product can generate risk-adjusted returns in line with relevant objectives.”

The financial product is considered an appropriate entry point to this asset class or strategy.”

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Smarter Money Investments gets Lonsec tick
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