Lonsec GSS Index Plus Diversified models

Part of the Netwealth Global Specialist Series and available through our low cost Super & Wealth Accelerator Core, and Accelerator Plus accounts.

Overview

Get the best of both worlds

Netwealth has partnered with Lonsec Investment Solutions (LIS) to offer investors a suite of diversified managed accounts. The models use a core-satellite investment approach, blending low-cost index funds with actively managed investments, with the intent to help reduce costs, control volatility and generate greater returns.

Core allocation

The 'core' allocation provides exposure to a blend of low-cost index funds to provide clients with broad market diversification.

Satellite allocation

The 'satellite' allocation contains actively managed investments designed to provide additional diversification and return potential.

Models

Diversified with four strategic allocations

There are four Lonsec GSS Index Plus models. Each model typically holds around 9-14 investments, and are constructed using a range of growth and defensive assets such as Australian and global equities, property, fixed interest and cash. All models are backed by LIS' rigorous governance and review process.

Moderate Model

The Moderate Model maintains a long-term average exposure of 40% to growth assets and 60% to defensive assets, and aims to achieve a return above the Morningstar Australia Moderate Target Allocation Net Return AUD Index after fees and costs over rolling 4-year periods.

Balanced Model

The Balance Model maintains a long-term average exposure of 60% to growth assets and 40% to defensive assets and aims to achieve a return above the Morningstar Australia Balanced Target Allocation Net Return AUD Index after fees and costs over rolling 5-year periods.

Growth Model

The Growth Model maintains a long-term average exposure of 80% to growth assets and 20% to defensive assets and aims to achieve a return above the Morningstar Australia Growth Target Allocation Net Return AUD Index after fees and costs over rolling 6-year periods.

High Growth Model

The High Growth Model maintains a long-term average exposure of 99% to growth assets and 1% to defensive assets and aims to achieve a return above the Morningstar Australia Aggressive Target Allocation Net Return AUD Index after fees and costs over rolling 7-year periods.

About Lonsec Investment Solutions (LIS)

Why LIS?

 

Lonsec Investment Solutions (LIS) is one of Australia’s leading provider of ready-made managed accounts*. LIS offers a broad range of professionally constructed portfolios, available through a Separately Managed Account (SMA) or Managed Discretionary Account (MDA) legal structure. 

Designed to meet the diverse needs of advisers and investors, while supporting advice businesses of all sizes. With a proven track record of over 20 years, LIS has extensive experience managing investments through various market cycles. Combining deep investment expertise with strong governance, scale, and discipline, LIS provides advisers with access to high-quality, professionally managed portfolios for their clients.

LIS became part of Evidentia Group in February 2025. Evidentia Group is Australia’s leading Managed Account provider. Formed through the merger of Lonsec Investment Solutions, Evidentia and Implemented Portfolios, Evidentia Group brings together three of the industry’s most trusted names in managed accounts to offer one of the most comprehensive suites of investment solutions in the country.

Evidentia Group is owned by ASX-listed Generation Development Group (ASX: GDG), which operates three distinct businesses – Evidentia Group, Lonsec Research & Ratings and Generation Life.

*This claim is based on $34.5 billion in Funds Under Management (FUM) as at 31 December 2025. For more information, visit the Evidentia Group website: https://www.evidentiagroup.com.au.

Lonsec Investment Solutions investment philosophy

LIS operates under Evidentia Group’s overarching investment philosophy, which is grounded in a set of core principles that provide a robust and adaptable framework. These principles guide the development of portfolio solutions designed to meet the diverse and evolving needs of our clients.

Investment Strategy is the foundation for achieving financial goals

Investing is a means to deliver real world financial goals such as funding retirement, generating income, and preserving wealth. We believe that defining the right long-term investment strategy is central to achieving objectives, recognising that enduring discipline, rather than short-term reactions, drives lasting results.

Evidence and research drive conviction

We are investors, not speculators. Making investment decisions based on fundamental analysis and empirical evidence rather than short-term noise delivers better long-term investment outcomes. This evidence-based approach gives the conviction to act decisively when opportunities arise and the patience to stay the course when they do not.

Taking a dynamic approach to investing

Markets are not always efficient. The entry valuation of an investment is a key determinant of long-term returns and potential loss. We aim to dynamically adapt portfolios to exploit opportunities and manage risks. When and where appropriate, we achieve this through both dynamic asset allocation and active security selection.

Risk is multi-faceted

Risk management is central to multi-asset investing. We embed a disciplined risk culture supported by advanced systems and robust governance. Every portfolio decision considers risk in all its dimensions, ensuring it is measured, monitored, and managed effectively.

Implementation efficiency enhances outcomes

Portfolio efficiency goes beyond investment selection. Every detail matters. We seek to minimise fees, taxes, and operational friction, ensuring every component of the portfolio contributes to better after-cost returns.

Wondering what to do next?

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*This page describes the Lonsec Global Specialist Series ('GSS') Index Plus Diversified managed models for which Netwealth has appointed Lonsec Investment Solutions Pty Ltd (ABN 95 608 837 583) ('Lonsec') a corporate authorised representative of Lonsec Research Pty Ltd (ABN 11 151 658 561, AFSL 421445) as the Model Manager.