We recently reduced the portfolio’s growth position by reducing the Overweight positioning in Australian Equities to Slightly Overweight. The economic shutdowns in Australia, combined with slowing growth out of China, have had a negative impact on a range of domestic indicators resulting in a deterioration in our Australian Equities cyclical signal. Deanne Baker explains the […]
The Sustainable portfolios remained comfortably ahead of the strategic benchmark and their respective FE Multi-Asset Benchmark Indices during the September quarter. This was despite a market-sell off, concerns around softening global growth, rising inflation and fears of a global financial contagion stemming from the worlds most indebted company, Evergrande Group based in China. Returns from […]
Whilst July and August were positive months for risk assets, September saw a reversal in markets, with slowing global growth. All asset classes were negative in the month of September. However, the Retirement portfolios held up well versus the peer group and internal benchmarks. In terms of total return, the portfolios remain comfortably above its […]
The recently released Intergovernmental Panel on Climate Change (IPCC) Report made for sobering reading. Based on the most up to date, science-based understanding of the climate system and climate change, the report found that it “is unequivocal that human influence has warmed the atmosphere, ocean and land. “ According to the report, human influence has […]
Lonsec’s complete suite of managed accounts is now available on Macquarie’s wrap platform with the addition of the new Sustainable portfolios. The Sustainable portfolios provide greater choice for clients seeking investment strategies that align with their personal values and demonstrate strong environmental, social and governance (ESG) practices. Recognising the growing demand for responsible investment solutions, […]
The Sustainable portfolios ended the financial year strongly, comfortably outperforming the strategic benchmark. The portfolios now have a 6-month track record having being launched in December last year and they have outperformed their respective FE Multi-Asset Benchmark Indices over the last 3 and 6 months. Returns from Dynamic Asset Allocation were positive with the overweight […]
The Retirement portfolios outperformed their respective peer group benchmark over the June quarter. From an income perspective, the portfolio continues to deliver on its objectives, generating 4.14% income (before franking) over the 12 months to June. Pleasingly, that income has been sourced across a range of asset classes. The portfolio remains diversified by accessing a […]
It’s been a strong quarter for the Multi-Asset portfolios’ performance, with Dynamic Asset Allocation and manager selection both adding value. Deanne Baker provides an update on the contribution manager selection made to the portfolios over the quarter and explains that whilst we are comfortable with the portfolios positioning and have retained our overweight position in […]
For value style investors, the past few years have been a true test of faith. Since the start of 2015, Australian growth managers have dominated, thanks to the low growth, low interest rate environment, which created a value trap for hopeful investors while boosting the present values of popular growth companies and sectors. Then, just […]
Diversification worked well in the last week of February 2020 as equity markets sold off in response to the rapidly escalating COVID-19 pandemic. Bond markets, notably the highest quality and safest bonds (government bonds and high-quality investment grade credit) rose in price, providing a cushioning impact to multi-asset portfolios. Bonds, as expected, provided good diversification […]
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