The Stonehouse Core Value Portfolio (CVP) had a challenging month in November with a return of -0.29%. The Investment Committee took a cautious approach and adopted a defensive positioning as we entered a period of heightened political risk due to the imminent US presidential election and Italian referendum on Senate reform; however, the Portfolio’s allocation…

The Australian Government Senate recently passed proposed legislation which gives effect to the much discussed superannuation reforms. The legislation contains the measures originally announced in the 2016/17 Federal Budget with some changes. The majority of measures commence from 1 July 2017 (unless otherwise specified below). Some of these changes may represent a real opportunity for you,…

At Stonehouse, we aim to provide intelligent, tailored financial solutions to help clients achieve their goals and create a secure financial future. Part of this is achieved by our Financial Advisers who actively assist Stonehouse clients with their finance requirements including residential mortgages, property-secured investment loan facilities, asset finance and commercial lending. Working closely with Stonehouse’s…

The Stonehouse Core Value Portfolio was down -1.26% in October, a difficult month where both global equities and bonds fell, with the Australian share market in particular falling -2.2%. Equity Managers were predominantly negative over the month, LHC Australian High Conviction -4.5%, SG Hiscock ICE-3.7%, IML Equity Income -3.0% and Northcape Emerging Markets -2.5% with…

In this Issue: 2017 Asset Test Changes ‘Are you prepared’ Love at First Flight Stonehouse Credit Advisers Stonehouse Social and General News Download newsletter to read more:

With the US presidential election just days away, many investors are pondering how would a Clinton or Trump victory impact financial markets and their portfolios. We do believe a Trump win could cause significant short term uncertainty and greater volatility and may accentuate some of the concerns we have held regarding risks embedded in high…

Over the month of September the Stonehouse Core Value Portfolio (CVP) had a pull back of -0.38% in a challenging month for Global Equity markets which saw a decline of -0.89%. The CVP ended up +1.23% for the July – September quarter. Equity managers were mixed with Macquarie Australian True Index +0.52%, new entrant Australian…

On 15 September 2016 the Federal Government announced significant changes to the proposed superannuation reforms previously announced on Budget night. This came after much pressure from both the public and the financial services industry stating that these proposed measures were counterproductive and difficult to administer. In summary, the following proposed changes were announced: The proposed…

The Stonehouse Core Value Portfolio (CVP) returned -0.17% in August during a difficult month for the local Equity market with the ASX 200 Index returning -2.33%. The CVP is still now up +1.62% since the start of this financial year. Equity managers were mixed with Allan Gray +1.28%, JO Hambro +4.05%, Platinum International +3.17%, MSCI Japan…

The Stonehouse Core Value Portfolio (CVP) rose +1.79% over July with a solid start to the new financial year. Stand out performances were primarily generated by Equity holdings including the ASX 200 ETF +6.69%, JO Hambro +6.61%, SGH ICE +5.97% and our new position in Japan High Dividend ETF +4.39%. European exposure through Lansdowne -0.26% and Emerging…

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