Most superannuation funds lost money in August on the back of the Australian stock market, falling around 2%. Our tactical funds all bucked the trend to increase in August on the back of our overweight bonds and heavily underweight Australian stocks holdings:

July added another month of good performance to the share and bond market rallies that have driven markets higher throughout 2019. Our tactical portfolios continue to perform well vs other super funds:

Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a number of themes, wait for the right wave to lift the performance, and then readjust your positioning for the next wave. The 2019 year to June was one such year with all of our tactical portfolios ...

The rip higher in bond prices meant that our asset allocation portfolios outperformed the median super fund substantially in May - three of our four tactical funds beat the median fund by over 1%:

The big movement for the April was the pullback in bond prices following a stellar few months, although bond prices have been rising again in May. Indeed, the largest issue facing investors at the moment is the distinct divergence in government bond pricing vs the pricing for stocks. The stock ...

Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though: we have had a change of heart and made some significant portfolio changes. Our assessment is that "we are not in Kansas anymore" and, while we will return to the real ...

Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian government bonds have continued to price a slowing Australian economy which led to a strong performance from all of our portfolios. International +5.3%, Tactical Growth +3.4% and ...

Stock markets continued to rally in January and the start of February to recover most of the losses from late 2018, at the same time Australian government bonds have begun to price a slowing Australian economy which led to a strong performance from all of our portfolios. International +4.3%, ...

Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwise been another poor month for shares. Being overweight bonds came to the rescue in our tactical portfolios, in particular, our Income and Accumulation funds benefitted ...

Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immune to the effects. We have maintained our overweight cash and bond positions which helped to stem the losses and helped our portfolios outperform - although falling by less than ...