Smarter Money Investments gets Lonsec tick

Smarter Money Investments gets Lonsec tick

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.”

“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.”

Read more:

Equity markets boost super fund returns

ESG boosting returns, finds SSGA

Cyber risk a top concern for ASX 100 boards

Investment analyst joins 4D Infrastructure

IFM Investors partners with Samsung AM

 

Smarter Money Investments gets Lonsec tick
investordaily image
ID logo
promoted stories

Appointments

Blake Briggs

FSC loses two senior policy managers

Tim Stewart

John Patrick Moorhead

AMP Capital appoints new CFO

Staff Reporter

Phoebe Ieong

BNY Mellon appoints head of distribution, APAC

Staff Reporter

Analysis

Doug Morris

What a blockchain-powered ASX should mean

Doug Morris

Lucy O’Carroll

Separating the signals from the noise

Lucy O’Carroll

Dan Bosscher

Could passive investing have structural issues?

Dan Bosscher