Netwealth has added Lonsec Sustainable Managed Accounts to their menus, complementing the existing Lonsec Managed Accounts menu of Lonsec Listed Managed Accounts, Lonsec Retirement Managed Accounts and Lonsec Multi Asset Managed Accounts.
Lonsec is a proven partner in Portfolio Construction with over 20 years of experience and expertise that has seen advisers and clients through multiple market cycles and conditions.
The Lonsec Sustainable Managed Accounts has a unique philosophy that looks through both lenses of ESG, focussing on the underlying managers’ take around Ethical, Sustainable and Governance metrics. Along with Sustainability measures, which focus on how to demonstrate the goodness of the included funds, this investment philosophy also takes into account the United Nations’ 17 Sustainable Development Goals when choosing funds for the managed account. Coupled with Lonsec’s proven investment philosophy of both SAA & DAA considerations and proven downside market risk mitigation this makes a compelling managed account offer in a market where investors are becoming more and more ethically focused.
The Lonsec Sustainable Managed Accounts is the only actively managed, risk diversified and multisector portfolio with a highly qualitative focus on sustainability measures of its class.
A spokesperson for Lonsec said ‘Over the past five years we have seen increased investor appetite for sustainable and ethical investments that also provide a solid return. Our suite of managed accounts has doubled their FUM over the past 12 months and we are happy to partner with Netwealth to bring this unique product to more Advisers and investors.’