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…

After reading through the Government’s 2018 Budget, one could be forgiven for thinking there just might be an election in the wind. There is something for almost everyone. However, there are also some carrots dangling from the stick that won’t come into play for some years – part of a longer-term strategic play by the…

The Stonehouse Core Value Portfolio (CVP) returned -0.55% in March, holding up very well in a month where all major equity markets registered significant falls. The equities sector detracted from performance as investors globally reduced their exposure. JO Hambro fell (-5.6%), Macquarie True index followed the ASX200 down (-3.7%), and Old Mutual also finished the…

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