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[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview The Fund delivered a strong return of 0.7%, including franking credits, in September. This strong performance was driven by a rotation towards value-style stocks, on the back of positive market sentiment, while expensive growth and defensive stocks...

10 October, 2019

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Macroeconomic concerns saw global markets fall in August, with the S&P500 -1.8%, FTSE 100 -5.0%, Nikkei 225 -3.8% and the Shanghai Composite -1.6%. The Australian market also fell, finishing the month -2.3%, despite the reporting season seeing...

11 September, 2019

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Global markets moved higher in July, on the prospects of Central Bank easing, with the S&P500 +1.3%, FTSE 100 +2.2%, Nikkei 225 +1.2%, while the Shanghai Composite eased, -1.6%. The Australian market delivered another strong result, finishing...

13 August, 2019

30 June marked the end of the 2019 financial year and what a good year for generating income from the stockmarket it was for us! While Australian companies have traditionally been generous dividend-payers relative to most overseas markets, this was a step up in the...

22 July, 2019

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Central Bank easing and the prospects of a trade thaw following the G20 meeting, saw global equity markets rally strongly in June, with the S&P500 +6.9%, FTSE 100 +3.7%, Nikkei 225 +3.3% and Shanghai Composite +2.8%. The...

15 July, 2019

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Rising trade tensions saw global markets weaker in May, with the S&P500 -6.6%, FTSE 100 -3.5%, Nikkei 225 -7.4% and Shanghai Composite -5.8%. The Australian market performed better, finishing the month +1.7%, following the surprise Coalition victory...

12 June, 2019

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Global equity markets were up strongly in April, with the S&P500 +3.9%, FTSE 100 +1.9%, Nikkei 225 +5.0% and Shanghai Composite -0.4%. The Australian market was also strong, finishing the month +2.5%, bringing the total return for...

14 May, 2019

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Global markets were generally stronger in March, with the S&P500 +1.8%, FTSE 100 +2.9% and Shanghai Composite +5.1%, while the Nikkei 225 was down -0.8%. A key theme in global markets was falling bond yields, driving up...

12 April, 2019

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Global markets continued their recovery in February, with the S&P500 +3.0%, FTSE 100 +1.5%, Nikkei 225 +2.9% and Shanghai Composite +13.8%. The Australian market also performed strongly, finishing the month +6.0%, on the back of a broad-based...

13 March, 2019

Overview Global markets rebound strongly in January with the S&P500 +7.9%, FTSE 100 +3.6%, Nikkei 225 +3.8% and Shanghai Composite +3.6%. The Australian market also performed strongly, finishing the month +3.9%, bringing the total return for the last 12 months back to a positive +1.1%. The rally was broad-based, with both...

11 February, 2019