Dynamic approach
A dynamic approach to portfolio management to achieve investment objectives while managing downside risk.
Accessing listed securities with the Lonsec Listed Managed Portfolios
We have added the Lonsec Listed Managed Portfolios to our IMA service, so you and your clients can benefit from the investment experience of both IPL and Lonsec.
Lonsec provides financial advisers, fund managers and superannuation funds with practical, actionable insights that add real value to their investment and advice solutions. Comprising Lonsec Research, SuperRatings, Lonsec Investment Solutions and Implemented Portfolios, Lonsec rates over 2000 investment funds and equities and 500 plus superannuation products and is one of Australia’s fastest growing Managed Accounts providers.
About the Lonsec Listed Managed Portfolios
Designed for investors seeking a portfolio of listed securities, the Lonsec Listed Managed Portfolios reflect Lonsec’s best investment ideas, incorporating dynamic asset allocation combined with an active approach to investment selection. The portfolios leverage Lonsec’s extensive research capabilities investing only in ASX listed funds and other structures that are rated Recommended and higher.
Utilising the Lonsec Listed Managed Portfolios via IPL’s IMA service provides you and your clients with the flexibility to tailor clients’ investments based on their individual preferences and have their portfolio implemented and managed in collaboration with IPL’s experienced Portfolio Implementation Managers. With both the managed portfolio and the IMA service, we streamline the process for you and save you time.
Why use IPL’s Individually Managed Account
The aim of the IMA service is to provide flexibility and efficiency to you and your clients when managing individual portfolios. Advisers and investors utilising the Lonsec Listed Managed Portfolios within the IPL IMA service benefit from the below inclusions.
Experienced team
Easy to adopt model portfolios, implemented and managed in collaboration with you, by IPL’s trusted and experienced Portfolio Implementation Managers.
Tailored investments
The ability to tailor investments according to individual client preferences.
Regular updates
Regular economic and investment commentary to your clients delivered by IPL on your behalf.
Benefits to your practice
Greater efficiency
Investing via the IPL IMA saves advisers approximately 22.4 hours per week*
*According to an independent study conducted by Investment Trends in 2017.
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Gain back more time
The ability to tailor investments according to individual client preferences.
Best interest duty
Avoid potential conflicts of interest and support your best interest duty by utilising our highly individualised IMA service, which is delivered by a team of experienced portfolio implementation managers who remodel and manage your clients’ portfolios.
Access household names
All holdings within the managed portfolios are fully listed on the ASX, including ETFs and direct equities holdings of household names from the ASX 200.
Active portfolio management
The managed portfolios use a dynamic portfolio management approach to achieve investment objectives and manage downside risk.
Proven track record
The managed portfolios have 10 years + track record, with performance in the top quartile of the benchmark.
Lonsec Investment philosophy
The Lonsec Managed Portfolios reflect our best investment ideas, incorporating dynamic asset allocation combined with an active approach to investment selection.
High quality investments
Only invests in high quality products that have been rated Recommended or higher by our research team.
Risk management
Strong risk management culture supported by a rigorous governance process.
Diversification
Diversified approach to portfolio construction to reduce risk and offer different sources of income and growth.
Get in touch
Complete the form below to get in touch to find out how we can partner with you to create better investment outcomes for your clients.
Call us on 1300 826 395 or email info@lonsec.com.au.