We’re introducing three new managed portfolios from leading investment manager Lonsec to help take your client investment strategies to the next level.
As demand for managed portfolios increases, we’re committed to providing you with broad investment choices to suit all clients. Almost half (44%) of advisers now use managed portfolios, up from 22% just five years ago1, and they account for more than $131 billion in funds under management, up from $80 billion in 20192.
Here’s Lonsec’s Lukasz de Pourbaix, Executive Director, CIO, on how the managed portfolios give you even more choice for your clients.
Lonsec Listed Managed Portfolios
The new portfolios hold listed products and equities and are backed by Lonsec’s four investment pillars:
- Dynamic portfolio management to achieve investment goals while managing risk.
- High quality investments underpinned by extensive research.
- Strong risk management supported by rigorous governance.
- Diversified portfolio construction.
|Portfolios||Aims to deliver||Long-term average exposure|
|Balanced||Balance of income with moderate capital growth over a minimum of 5 years||60% growth and 40% defensive assets.|
|Growth||Capital growth and some income over a minimum of 6 years||80% growth and 20% defensive assets.|
|High growth||Capital growth over a minimum of 7 years||100% growth assets|
Like to know more?
We now offer 26 equity managed portfolios from 11 leading investment managers, providing broad investment choice to suit all clients —you can find more about our range here.
Our guide to managed portfolios has everything you need to know about the ins and outs of managed portfolios—from portfolio construction to implementation strategies and meeting best interest duties.
1 Investment Trends February 2021 Managed Accounts Report.
2 IMAP Managed Account FUM data, December 2021.
What you need to know
The information in this article has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT) and is general in nature. A person should consider whether this information is appropriate for them before making any decisions. It’s important a person considers their circumstances and reads the relevant product disclosure statement and/or investor directed portfolio services guide and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided. You can also ask us for a hard copy. Past performance is no guarantee of future performance. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the MyNorth platform and are only available via a financial adviser. MyNorth is a trademark registered to NMMT.