The Stonehouse Core Value Portfolio (CVP) posted a return of -3.34% in October. The month produced the most significant pull-back in global equity markets since 2015 with the MSCI World Index losing (-5.4%) and the Australian Equity Market losing (-6.5%). Within the domestic equity component of the Portfolio, the largest detractor was the beta exposure…

The Stonehouse Core Value Portfolio (CVP) returned -0.20% in September as volatility returned to equity markets. The Australian equity market posted a negative return (-1.60%) while the MSCI World Index posted a modest gain (+0.60%) led by the Japanese equity market (+5.5% in local terms). Within the domestic equity component of the Portfolio, Allan Gray…

The Stonehouse Core Value Portfolio (CVP) returned a solid +1.23% in August. The month saw the Australian and global markets (as represented by the unhedged MSCI World Index), post gains of +1.4% and +4.1% respectively, but a large dispersion of returns between sectors was evident. Bond markets were volatile and the Australian dollar depreciated further…

Investing plays a key role in building financial security but don’t be sucked in by promises to get rich quick. Australians collectively lost $4.3 million each month to investment scams. The latest report by Scamwatch shows that so far in 2018, more than $26 million has been siphoned off by crooks in investment scams –…

The Stonehouse Core Value Portfolio (CVP) returned +0.29% in July. Negative sentiment vied for prime position in global markets through the month but in the end both Australian markets (+1.2%) and the MSCI World Index (+2.5%) posted gains. The domestic component of the Portfolio’s equity investments performed well in July with IML Equity Income (+1.6%)…

In the years since our inception, we have grown not only our business but our Stonehouse family, which includes both team members and clients. Our industry has seen many changes through this time, and experience shows that it will continue to change going forward. However, the one thing that remains constant is that we truly…

The Stonehouse Core Value Portfolio (CVP) returned +0.55% in June 2018 and +5.91% for the 2017/18 financial year – a pleasing result that exceeded our stated performance objective of cash +3.5%. The primary drivers of performance for the year were domestic and international equity markets, however given our aim to provide investors greater downside protection,…

The Stonehouse Core Value Portfolio (CVP) returned -0.39% in May, as volatility during the month and mixed performance from underlying holdings impacted returns. Within the Portfolio’s Australian Equity holdings, SGH ICE (+2.6%) outperformed the index whilst Allan Gray (-1.4%) underperformed. Our International Equity managers exposed to Asia and Emerging Markets were the largest detractors, as…

In this Issue: Federal Budget 2018 Home ‘Downsizer’ Superannuation Contributions Stonehouse Partner appointed to AMA Queensland Board 5 Minutes with Amy Tickle Download newsletter to read more:

The Stonehouse Core Value Portfolio (CVP) returned +1.07% in April, a welcome result given the volatility of the previous two months which sees the Portfolio nearing its high water mark set at the end of January 2018. The Equities sector bounced strongly as global investors added to their risk exposures. Allan Gray Australian Equity was…

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