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…

From 1 July 2018, retirees will be eligible to make superannuation ‘downsizer’ contributions. This new super measure became law on 13 December 2017 and will allow an individual aged 65 and over to use the proceeds in relation to one sale of their main residence to make ‘downsizer’ contributions of up to $300,000 (or $600,000…

After some strong performance in prior months, volatility made a sharp return to the markets in February. The Stonehouse Core Value Portfolio (CVP) ended down -0.78% in a month where International Equities were particularly heavily impacted against a backdrop of a -3.7% return for the S&P500 (US market index). Within the Equities component of the…

    Jeannie Biggs has been with Stonehouse for 9 months and is one of our Client Service Officers in our Brisbane CBD office. She has been in financial services for over 20 years and brings a wealth of knowledge and positive energy to our firm. Please read on to hear about Jeannie’s recent life-changing…

If you’re involved with financial services, you quickly get used to change. However, we have not seen a change in the Australian home loan market as we are now. The changes are being brought about by pressure on banks/lenders from the regulatory body, APRA, as they try to control and manipulate housing concerns. In the…

The Stonehouse Core Value Portfolio (CVP) began 2018 on a good note, returning +0.79% in January, in a month that saw strong gains in US equities (+5.6%) contrasted by the Australian market which moved down -0.5%. In a month of mixed Equity manager performance, the Portfolio stand-outs were JO Hambro (6.1%) and Old Mutual World…

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