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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_video link="https://youtu.be/8ADIDGYtFxg"][qode_accordion style="toggle"][qode_accordion_tab title="Transcript"][vc_column_text]Jodi Pettersen: Hi, everyone. Thanks for your patience today. Well, we have our lovely Justin Tyler. So my name is Jodi Pettersen. A lot of you know me already. And Justin, of course, is the...

    [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_video link="https://youtu.be/rd4fk4gA0Y4"][qode_accordion style="toggle"][qode_accordion_tab title="Transcript"][vc_column_text]Jodi Pettersen: All righty. Let's do this. We're here. We made it. What? Hi. Let's fix that. There we go. Hi, everyone. My name is Jodi Pettersen, and today I am joined with both Brad...

    [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] Elon Musk thinks ESG ratings make no sense. As an ESG analyst, I tend to agree with Elon that third-party ESG ratings are not particularly reliable. Not only is the ESG landscape extremely vast and difficult to summarise in...

    [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_video link="https://youtu.be/qlWhWwaGwjA"][vc_single_image image="24804" img_size="large" alignment="center" qode_css_animation=""][/vc_column][/vc_row][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" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview The eInvest Core Income Fund (Managed Fund) (Code:ECOR)'s performance was negatively impacted by wider credit spreads, particularly in CLOs...

    [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_video link="https://youtu.be/qlWhWwaGwjA"][/vc_column][/vc_row][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" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview A significant tightening of credit spreads in North America saw positive performance for the month. We added to positions in North America in...

    [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_video link="https://www.youtube.com/watch?v=5ygoygT_cPo&t=2s"][vc_single_image image="24804" img_size="large" alignment="center" qode_css_animation=""][/vc_column][/vc_row][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" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview eInvest Core Income Fund performance was negatively impacted by wider credit spreads. Coupon income as well as positive contributions from...

    [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_video link="https://www.youtube.com/watch?v=5ygoygT_cPo&t=2s"][/vc_column][/vc_row][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" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview Performance was negatively impacted by wider credit spreads, however coupon income as well as positive contributions from overlay and hedging strategies resulted in...

    [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] Today’s move by the RBA manifests the end of a long phase in loose monetary policy.  The last time Australia’s interest rates went up was in November 2010.  Since then, it’s been a long, steady path down, culminating...

    [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_video link="https://www.youtube.com/watch?v=QvjcdoLem0Q&t=1s"][vc_single_image image="24804" img_size="large" alignment="center" qode_css_animation=""][/vc_column][/vc_row][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" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview Credit spreads widened across sectors and geographies, led by offshore names, and this was the main driver of a...

    [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_video link="https://www.youtube.com/watch?v=QvjcdoLem0Q&t=1s"][/vc_column][/vc_row][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" css=".vc_custom_1576128392640{padding-top: 64px !important;padding-bottom: 32px !important;}" z_index=""][vc_column][vc_column_text] Overview Wider credit spreads and higher bond yields detracted from performance, as did hedges that we have entered due to our medium-term bearish view...