During the year to July, our Core Australian and Core International equity portfolios outperformed their benchmark, bolstered again by our defensive and underweight resources and bank stock exposures. That trend reversed in July though, as the most beaten-down stocks rallied. Our tactical ...

During the year to June, our Core Australian equity portfolio significantly outperformed the benchmark, ranking in the top 5 large-cap Australian funds, bolstered again by our defensive and underweight resources and bank stock exposures. In the most recent month, these weights led to slight ...

During May, our Australian equity portfolio significantly outperformed the benchmark, bolstered again by our defensive and underweight resources and bank stock exposures. Over the last year, our Australian portfolio has outperformed its benchmark by almost 9% on the back of that theme. Our ...

During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight resources and bank stock exposures. The ASX rose 1.8% and the MSCI World rose 3.1%, our Australian portfolio rose 3.1% and our international rose 4.4%. Our tactical portfolios ...

During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight bank stock exposures. Quality and growth stocks boomed, banks fell. The ASX fell slightly but our Australian portfolio rose 1.6% and our international rose 5%. Bonds rose around 3.5%.

Stock markets continued their on/off mode in January. This time it was on. The ASX 200 rose 6.2%. International stocks rose a similar amount, but the higher Australian dollar meant they only rose 3.0% in Australian dollar terms. Bond prices rose 3%, but most of that change was simply the reversal ...

Stock markets continued their on/off mode in December. This time it was off. Australian stocks fell 3.2%, international stocks fell a similar amount, but the higher Australian dollar meant they fell 5.4% in Australian dollar terms. Bond yields spiked higher mid-month following changes by the Bank ...

Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, but were held down by a higher Australian dollar. Bond markets rose. Mostly, performance was a reaction to slightly better inflation, perceived changes in tone from central banks and a shift in ...

Stock markets boomed in October after being smashed in September. International stocks were up 7%, Australian up almost 6%. Bond markets fell very slightly, but the long end actually improved. Over the past 12 months, our growth fund is down about 5% vs benchmark funds down around 8% due to our ...