Lonsec increases Talaria Global Equity Fund allocation

Lonsec Investment Solutions have announced an increased investment in the Talaria Global Equity Fund in its Retirement Model Portfolios. The allocations are across their Conservative, Balanced and Growth portfolios.

Lonsec said: “The Lonsec Retirement portfolios have up until now been defensively positioned and underweight both Australian and Global Equities. However, given our more constructive views on risk assets discussed and agreed at our recent Asset Allocation Investment Committee meeting, along with an improving outlook for dividends, now is a good time to reduce the risk control elements within the portfolios and increase our positions in both Australian and Global equities.”

Talaria Chief Investment Officer Chad Padowitz said: “This is a great recognition of both our income generation and growth potential for 2021 and beyond. We’re delighted to continue to strengthen our relationship with Lonsec.”

The changes were effective from 11 December 2020.

Media Release

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