RBA cuts rates to record lows! Today the Reserve Bank of Australia (RBA) met for its August meeting and decided to cut the official cash rate by 25 basis points to just 1.50 per cent, creating the lowest cash-rate ever on record! The decision follows the release of June quarter inflation data last week that…

The Stonehouse Core Value Portfolio (CVP) fell -0.20% in June, but not enough to sour what was a good final quarter of the 2015/16 financial year with the CVP returning +2.36% for the period. Confidence that was broadly building in global equity markets saw an abrupt pullback after the surprise UK Referendum decision to leave the European…

As has been much publicised, on Friday 24 June 2016 UK voters decided in a closely contested referendum to leave the European Union, the so-called ‘Brexit’. We have previously communicated in our monthly commentaries that Brexit has been one of the key macroeconomic risks which the Stonehouse Investment Committee has been mindful of when positioning…

In this Issue: Aged Care Planning ‘The Conversation’ Stonehouse Scholarship 2016 Federal Budget Update Stonehouse Social and General News Download newsletter to read more:

The Stonehouse Core Value Portfolio (CVP) rose +1.14% over May with broad gains being registered across the Portfolio’s equity and fixed income assets. Equity holdings delivered positive returns with a solid performance coming from Blackrock Global +6.77%, Wingate Global Equity +5.47%, Northcape Emerging Markets +4.44%, new entrant IML Equity Income +4.26%, SG Hiscock ICE +3.20%…

The Stonehouse Core Value Portfolio (CVP) rose +1.41% over April with Equity and Fixed Income markets staging a welcome rally over the month. Almost all Equity holdings delivered positive returns with Henderson Natural Resources (+12.95%) and Allan Gray (+7.46%) being the standout performers in this asset class. Listed Property and Infrastructure strategies delivered good results with the highest…

The Stonehouse Core Value Portfolio has an extensive Investment Committee in order to oversees all aspects of the CVP’s asset allocation, underlying investments and associated compliance and attribution reporting. The CVP incorporates the following external consultants for key disciplines in relation to operations and governance:

On Tuesday, 3rd May the RBA dropped the official cash rate by 0.25% to 1.75%. However last month we have heard multiple warnings from within the finance industry’s top echelons that out-of-cycle interest rate rises in Australia are imminent. It appears the warnings come as increases in global economic uncertainty, lenders borrowing costs and regulatory…

The Stonehouse Core Value Portfolio (CVP) rose +0.52% in March on the back of a rebound in equity markets and an increase in most commodity prices. Strong contributions were registered by domestic equity managers such as Allan Gray Australia Equity +5.57%, Vanguard High Yield ETF +5.98% and IML Future Leaders +4.25%. In addition, standout performances were also…

The Stonehouse Core Value Portfolio (CVP) fell a modest -0.24% in February as markets continued their difficult start to the calendar year. In contrast, the ASX 200 fell by a more significant -1.76% over the month and at various stages was down substantially more as fears of a global economic slowdown took hold. As at time of…

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