The Asset Allocation Comparison tool enables you to compare asset allocations of up to five individual investment options and benchmark them against Lonsec's own strategic and dynamic asset allocations.
It is designed to give you a clear view of where funds are allocated and whether it is the right fit for your client and aligned to their risk profile, alongside also comparing the investment option to peers.
The tool can be found under Tools > Comparison > Asset Allocation Comparison
1. Select the Lonsec risk profile to benchmark the comparison
Note: This can be altered after the investment options have been selected
2. Select the investment options to compare
3. Export the data into Excel or Word
To view the Lonsec Asset Allocation and our current views, click on the link to the monthly IOR Report
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