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Lonsec upgrades Wheelhouse Global to ‘Recommended’

Research house Lonsec has upgraded their rating of the Wheelhouse Global Equity Income Fund to ‘Recommended’. Wheelhouse’s Global equity strategy aims to deliver a 7-8% annual income return, plus some capital growth, while assuming 40-50% less risk than the equity benchmark.

In their report, Lonsec notes that one of the strengths of the fund is an “Attractive retirement income solution given potential for capital growth with enhanced income and capital protection characteristics”.

The report adds, “Lonsec has observed significantly lower volatility of Fund returns relative to the Lonsec peer median over all time periods assessed, which is reflected in a higher Sharpe Ratio relative to the peer median over each time period.”

“The upgrade is underpinned by Lonsec’s conviction in the investment team and favourable view of the sequence of returns achieved via the options overlay which provides an equity growth profile with enhanced income and capital protection characteristics in a reasonably transparent and cost effective manner.”

The Lonsec upgraded rating follows on from the ‘Recommended’ initiation rating issued by Zenith in 2020.

Please contact us for a copy of these external research ratings.

The rating issued 04/2021 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit for ratings information and to access the full report. © 2020 Lonsec. All rights reserved.

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