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INVESTMENT MANAGERS    Lonsec Limited

Lonsec takes an active approach to investing and focuses on generating absolute returns, over the medium to long term, through concentrated portfolios. Lonsec employs a four-step investment process. Portfolios are heavily influenced by 'top-down' themes at the portfolio construction level. They then employ four share filters (industry, company quality, valuation and risk) to select their shares at the share selection level. Risk is managed at both the portfolio construction level and the share selection level. The final step involves managing the portfolios and regularly reviewing their top-down themes and share selections.

Portfolio Mandates
Lonsec portfolio mandates available under our service are:-

- Lonsec Core (Australian Shares)
- Lonsec Income (Australian Shares)

Lonsec Investment Mandate - Click Here
 
 

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