The Multi-Asset portfolios returned solid absolute returns over the December quarter in the order of 3.9% to 5.2% depending on the risk profile. In a relative sense, while the Conservative and Defensive portfolios outperformed their respective FE peer group benchmarks, the Balanced, Growth and High Growth risk profiles struggled to keep pace. The embedded risk control elements within these portfolios lagged in an environment driven by strong risk sentiment rather than changing fundamentals.
Deanne Baker explains how the Multi-Asset portfolios performed over the December quarter.
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