VanEck has announced it has partnered with Lonsec Investment Solutions Pty Ltd (Lonsec) to provide advisers and brokers with a range of low-cost model portfolios comprised entirely of exchange traded funds (ETFs).
Powered by Lonsec
VanEck ETF Model Portfolios are powered by Lonsec drawing on their established research and portfolio construction expertise to provide recommended strategic asset allocations tailored to three risk/return profiles: Balanced, Growth and High Growth.
Lonsec employs a disciplined and proven portfolio construction process that leverages their strategic asset allocation framework. All ETFs included in the models must have a minimum ‘Lonsec Recommended rating’ and the model portfolio may include ETFs not issued by VanEck. Lonsec will be performing ongoing independent oversight of the models and will be providing quarterly performance reporting.
Using ETFs for Strategic Asset Allocation
Asset allocation is a critical element of any investment strategy. It forms the basis of a prudent investment policy and drives the bulk of an investor’s risk and return outcome. VanEck ETF Model Portfolios are designed to help you build cost effective portfolios for your clients to meet their investment needs. Each model portfolio has been developed to meet the needs of a range of investor risk profiles and investment objectives.
Using ETFs in asset allocation models offers a range of advantages including instant diversification, ease of trading, transparency, liquidity, tax benefits and cost effectiveness.
VanEck and Lonsec believe that a diversified approach to portfolio construction is critical to achieving investment objectives. Each VanEck ETF Model Portfolio provides broad market exposure across asset classes including Australian equities, global equities, property, Australian fixed income and international fixed income.
Over the past ten years the investment industry has experienced a rapidly changing environment with turbulent markets, changes in regulation and evolving technology. As a result, clients are scrutinising their investments more closely in search of performance, value and transparency in an increasingly cost conscious world. VanEck ETF Model Portfolios are designed to address each of these factors while providing effective building blocks to help provide a strong foundation for your clients.
VanEck ETF Model Portfolios
