The Stonehouse Core Value Portfolio was down -1.26% in October, a difficult month where both global equities and bonds fell, with the Australian share market in particular falling -2.2%.

Equity Managers were predominantly negative over the month, LHC Australian High Conviction -4.5%, SG Hiscock ICE-3.7%, IML Equity Income -3.0% and Northcape Emerging Markets -2.5% with the standout positive performers being the MSCI Japan High Dividend ETF returning +6.25% and Lansdowne European* +2.1%.

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