In this month’s edition of Portfolio Perspectives, the key messages for investors are: To access the full Portfolio Perspectives for April 2024, download the PDF here, along with the charts & commentary. You can also listen to the Portfolio Perspectives podcast on Spotify or Apple Podcasts. Important Notice: This document is published by Lonsec Investment […]
Portfolio Perspectives from the CIO Office: April 2024 Read More »
Super returns maintained their momentum over the month as confidence that inflation is coming under control continued to build. Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 1.8% for February. This brings the return to an estimated 6.7% for the median balanced option after the first 8 months
Media release: Super returns continue their advance in February Read More »
In this month’s edition of Portfolio Pespectives, the key messages for investors are: To access the full Portfolio Perspectives for March 2024, download the PDF here, along with the charts & commentary. Important Notice: This document is published by Lonsec Investment Solutions Pty Ltd (LIS) ACN: 608 837 583, a corporate authorised representative (CAR number:
Portfolio Perspectives from the CIO Office: March 2024 Read More »
Following an end of year rally in December, super funds have made a good start to 2024 with leading superannuation research house SuperRatings estimating the median balanced option generated a return of 1.1% in January. The trajectory of inflation and associated shifts in interest rates remain key areas of conjecture, although they will remain a
Media release: Market maintains momentum into 2024 Read More »
In this month’s edition of Portfolio Pespectives, the key messages for investors are: To access the full Portfolio Perspectives for February 2024, download the PDF here, along with the charts & commentary. We are also excited to announce that Portfolio Perspectives is now also available as a podcast! You can access this month’s podcast below,
Portfolio Perspectives from the CIO Office: February 2024 Read More »
Despite returns swinging between positive and negative throughout the year, super funds delivered strong returns for members over 2023, boosted by a share rally in the final quarter of the calendar year. The median Balanced option reported a 2.7% return in December, and 9.6% for the full 2023 calendar year, fully recovering the -4.8% loss
Media Release: Super funds sail through the storm in 2023 Read More »
Expectations of peak inflation drove positive returns across most sectors of the market in November, leading to a bounce in returns following the subdued earnings reported between August and October. Leading research house SuperRatings estimates the median balanced option will deliver a return of 3.1% for the month of November. “Despite the uncertainties around inflation,
Media release: Super fund returns bounce back in November Read More »
A number of property funds have recently acted to modify or restrict redemptions in response to sharply rising interest rates that have created heightened uncertainty and impacted net capital flows into all asset classes, including real estate. The redemption status for several direct property funds currently rated by Lonsec are outlined below. Importantly, the actions
Unlisted Property Funds – Redemption Status Read More »
