The positive market momentum continued over the June quarter, leading to historical returns over the financial year, with the S&P/ASX benchmark returning 28% over the past 12 months. The Listed portfolios’ bounced back strongly this year, driven by solid performances from Australian & Global Equites and Listed Property.
Dan Moradi, Portfolio Manager for Listed Products, provides an update on the portfolio’s performance and explains why ensuring the portfolios are well diversified across the various asset classes remains of utmost importance in our portfolio construction process.
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