Accessing Reports

The Adviser Portal is located under Investment Solutions > Managed Accounts > Adviser Portal

1. Download a range of reports and supporting documents for the Lonsec Managed Accounts, including:

  • Monthly performance reports;
  • Change reports;
  • SOA inserts;
  • the one page product profiles for the underlying funds as a single file; and
  • Structure reviews and supporting resources

2. Access historic performance and change reports by selecting a new date from the side panel

3. Access Supporting material applicable across all Managed Accounts via the Supporting Materials tab, including:

  • Portfolio Structure Reviews;
  • Research processes; and
  • White papers

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