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 wide range of income sources from equity dividends.
Lonsec’s view remains that inflation will for the most part be transitory, nonetheless, the Retirement portfolios are well positioned should inflation turn out to be more pervasive.
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