The Stonehouse Core Value Portfolio (CVP) generated a return of +0.36% in October. Performance of equity markets was mixed, with the Australian equity market posting a small loss (-0.37%) and the MSCI World Equity Index posting a small gain (+0.41%). Within the domestic equity component of the Portfolio the best performing strategy was the small…

The Stonehouse Core Value Portfolio (CVP) generated a return of +0.98%, in a month that saw equity markets reverse August losses with the Australian equity market and MSCI World Equity Index (in AUD terms) both up +2.1%. Within the domestic equity component of the Portfolio, all managers posted positive returns. The best performing strategy was…

In the short term the market presents a world of worries, but with a well-diversified portfolio you can put your feet up and let time take care of the rest. What a difference a year makes. In recent months, Australian shares hit a record high, the Aussie dollar dipped to levels not seen since the…

The Stonehouse Core Value Portfolio (CVP) generated a small loss of -0.09% during August in a month which saw volatility return to markets and Australian and global equity markets all declined in local dollar terms. Within the domestic equity component of the Portfolio, all managers experienced negative returns as the Australian equity market was dragged…

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The Stonehouse Core Value Portfolio (CVP) generated a return of +1.04% in July in a month which saw both the Australian equity market and the MSCI World Ex Australia Index post solid gains. Within the domestic equity component of the Portfolio, the best performing strategies were the small cap exposure held through SGH ICE (+3.9%)…

The Stonehouse Core Value Portfolio (CVP) generated a return of +1.98% in June. Equity markets bounced back during the month with the MSCI World Ex Australia Index posting a gain of +5.3% and the Australian equity market +3.2%. Within the domestic equity component of the Portfolio, the best performing strategy was the exposure held through…

The Stonehouse Core Value Portfolio (CVP) generated a small negative return (-0.81%) in the month of May. This was against a backdrop of disappointing returns in global equity markets, with the MSCI World Ex Australia Index posting a loss of -4.2%. Within the domestic equity component of the Portfolio, the best performing strategy was the…

The Stonehouse Core Value Portfolio (CVP) generated a positive return of +1.48% in April. Global equity markets continued to grind higher in April fuelled by optimism around the US/China trade dispute being resolved and a better than expected quarterly reporting season in the US. The MSCI World Ex Australia Index posted strong gains (+4.6%) while…

The Stonehouse Core Value Portfolio (CVP) generated a positive return of +0.72% for the month of March. The Australian equity market was flat for the month (+0.1%) whilst global equity markets continued to push higher with the MSCI World Ex Australia Index (+1.5% unhedged) posting gains. Within the domestic equity component of the Portfolio, the…

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