Investors usually have mixed feelings about cash. In bull markets, cash is shunned whereas in volatile bear markets, when equities and bond prices are falling, it can be looked on as a safe heaven and ready liquidity. Attempting to successfully time your re-entry into markets can be challenging even for professional fund managers. Fund managers…

Building a bridge to recovery In what has been billed as one of the most important budgets since the Great Depression, and the first since the onset of the COVID-19 pandemic dragged Australia into its first recession in almost 30 years, Treasurer Josh Frydenberg said the next phase of the journey is to secure Australia’s…

The Core Value Portfolio (CVP) returned +1.5% in August, another strong result given the conservative positioning of the Portfolio. The rally in Australian equities continued in August with the market finishing the month up +3.0%. All Australian share funds in the portfolio produced positive returns. The standout performer was the Bennelong Concentrated Australian Equities Fund…

After a year when even the best laid plans may have changed due to COVID-19, people who were planning to retire soon are reviewing their plans. Whatever your circumstances, a financial review may be required to get your retirement plans in order. You may even find you’re in better financial shape than anticipated, but you…

The Core Value Portfolio (CVP) returned +1.6% in July, a strong result given the fairly defensive posture of the portfolio. The Australian equity market increased marginally in July (+0.9%). The largest contributions within the Portfolio came from the Bennelong Concentrated Australian Equities Fund (+2.3%) and SGH ICE (+2.6%). The Macquarie True Index Fund (+0.6%) and…

Self-managed super funds (SMSFs) have had a challenging year, with COVID-19 linked market uncertainty affecting income and returns. But SMSF trustees haven’t been sitting on their hands. One of the main reasons people give for wanting to establish an SMSF is to have greater control of their investments and taking control of a difficult situation…

The Core Value Portfolio (CVP) returned +0.57% in June as markets settled and the volatility seen in recent months subsided. This brings the returns for the June quarter to +6.1%. The Australian equity market posted a small gain of +2.3% in June. The best performing investments in the Portfolio were the beta exposure via Macquarie…

The start of the financial year is always an excellent time to take stock of your current situation and visualise where you’d like to be in the future. It’s fair to say this year hasn’t been ‘business as usual’! While no-one could have predicted the first six months of 2020, nor want to repeat them,…

The Core Value Portfolio (CVP) returned +2.00% for the month of May, a solid result given the defensive stance of the Portfolio. May was a volatile month for the Australian equity market; however it finished the month up +5.0%. SGH ICE (+7.1%), Firetrail High Conviction (+5.3%), and Allan Gray (+5.5%) all produced returns exceeding the…

The Core Value Portfolio (CVP) generated a return of +3.43% for the month, a solid return given the current defensive positioning of the Portfolio. The Australian equity market finished the month up +8.8%. SGH ICE (+16.1%), Firetrail High Conviction (+14.7%), and Allan Gray (+12.5%) all provided significant alpha. The other investments from this asset class, the beta exposure…

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