Vanguard Core-Satellite Model Portfolios with LIS
Active edge. Index strength.
The Vanguard Core-Satellite Model Portfolios with LIS offer advisers scalable, professionally built active-passive investment solutions.
The portfolios combine LIS’ trusted and research-backed active manager selection process with Vanguard’s global indexing and asset allocation expertise, providing advisers with a structured, disciplined framework that blends index-based efficiency with active insights.
This combination helps advisers meet the diverse needs of their clients while offering a compelling way to deliver value and long-term performance.
The portfolios are available as separately managed accounts (SMAs) through major adviser platforms.
Range of Portfolios
The model portfolio series comprises five ready‑made multi‑asset strategies, ranging from Conservative to All‑Growth. Each portfolio is designed to support different client objectives, risk preferences, and long‑term goals, offering scalable and repeatable solutions for portfolio construction.
Conservative
Balanced
Growth
High Growth
All Growth
Explore the Core-Satellite approach
Learn more about how the Vanguard Core-Satellite Model Portfolios with LIS can support your advice business and clients, download the Adviser Guide or speak with a BDM.
Combining the best of both worlds
The portfolios provide the best of both investment worlds: the outperformance potential of LIS’ active managers rated by Lonsec Research, combined with Vanguard’s time-tested approach to index-based strategic asset allocation.
A rigorous manager selection process
Select active funds are included only where they are expected to produce alpha over the investment cycle. LIS leads the manager selection, focusing on funds with strong governance, style purity, and clear value propositions.
Why Core–Satellite?
This approach supports broad diversification, cost-aware portfolio design, and the potential for enhanced long-term outcomes.
The core–satellite structure allows advisers to combine:
- Active manager selection guided by LIS’ trusted, research‑backed process.
- Index‑based strategic asset allocation grounded in Vanguard’s robust methodology.
Why choose core-satellite for your clients?
By combining broad market exposure with targeted active satellite investments, your clients can benefit from diversification across asset classes, sectors, and styles, while enhancing the potential for long-term outperformance.
Platform Availability
The portfolios are available through separately managed accounts on HUB24’s Core and Choice investment menus, with broader platform access including HUB24 Discover, Netwealth, and BT Panorama expanding availability across the advice landscape.
This ensures advisers can seamlessly implement the strategies within their preferred operating environment.
How to Invest
To get started with the Vanguard Core-Satellite Model Portfolios with LIS contact a LIS BDM today.
This material is solely intended for the use of financial advisers. It is not to be published, copied or otherwise made available, in whole or in part, to any person other than the party to whom it is provided. If you are not the intended recipient of this material, please notify us immediately and delete/destroy all copies.
Lonsec Investment Solutions Pty Ltd (LIS) (ABN 95 608 837 583) is engaged to provide investment advisory services in relation to the ‘Vanguard Core-Satellite Model Portfolios With LIS’. LIS is a Corporate Authorised Representative (CAR) of Evidentia Financial Services Pty Ltd (ABN 97 664 546 525 / AFS Licence 546217). Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (Vanguard) is the Portfolio Manager of the Vanguard Core-Satellite Model Portfolios (Portfolios).
This material has been prepared for general information purposes only and does not constitute financial product advice. Neither LIS nor Vanguard have taken any investor’s objectives, financial situation or needs into account when preparing this information, so it may not be applicable to the particular situation you are considering. You should consider your clients’ objectives, financial situation or needs, and the Product Disclosure Statement (“PDS”), Target Market Determinations (“TMD”) and any other relevant disclosure documents for the Portfolios, before making any investment decision. Vanguard is the issuer of certain financial products within the Portfolios. The PDSs and TMDs for Vanguard’s financial products, each of which includes a description of who the financial product is likely to be appropriate for, are also available free of charge. You can access Vanguard’s PDS’, TMDs and other offer documents at vanguard.com.au (other than any superseded TMD) or by calling 1300 655 205.
Ironbark Asset Management (Fund Services) Limited (ABN 63 116 232 154, AFSL 298626) is the issuer of the Hub24 Managed Portfolio Service PDS and is the responsible entity of the HUB24 Managed Portfolio Service ARSN 645 033 941, Netwealth Investments Limited (ABN 85 090 569 109, AFSL 230975) is the issuer of the Managed Models Booklet PDS and is the responsible entity of the Netwealth Managed Account Service (ARSN 633 923 887), Westpac Financial Services Limited ABN 20 000 241 127 Australian Financial Services Licence (AFSL) Number 233716 (Westpac) is the issuer of the BT Managed Portfolios Part 2 – Investment Options Booklet and is the responsible entity of the BT Managed Portfolios ARSN 604 066 686. Each PDS and TMD includes details of who the financial product is likely to be appropriate for.
Before making any investment decision, you should consider your clients’ objectives, financial situation, and the relevant Product Disclosure Statement (PDS), Target Market Determination (TMD), and any other disclosure documents, available free of charge from the relevant platform provider.
Any past performance information is given for illustrative purposes only and should not be relied upon as, and is not, an indication of future performance. LIS and Vanguard accept no liability in any circumstances for any errors or omissions made in this information by any person.
This material is directed to wholesale clients as defined in the Corporations Act 2001 (Cth), and should not be distributed to, or relied upon by investors who are not wholesale clients.