March was a turbulent month for global financial markets. Evidence of the Covid-19 virus spreading into Europe triggered a sharp fall in equities and other assets, combined with a liquidity squeeze as demand for USD cash rocketed. The AUD fell nearly 10c against the USD. Volatility rose across many asset classes, with equities moving up and down by …
The Core Value Portfolio (CVP) generated a return of (-2.59%) in February. Whilst a negative return, this was against a backdrop of equity markets falling significantly in what became a volatile month. Up until the last week of February, most major market indices were trading flat to up. However, in the last week equities sold …
The Core Value Portfolio (CVP) generated a positive return of +2.02% in January in a strong month for domestic and international equities with both indexes up +4.7% and +4.4% respectively. As a result of the robust performance in the Australian equity market, all managers delivered positive returns in January. The best performing fund was the …
Performance for equity markets was weak in December with both the Australian equity market (-1.9%) and MSCI World Equity Index (-0.9%) posting losses. The Core Value Portfolio (CVP) capped off the year with a flat monthly return of +0.02%, a pleasing result which brought the calendar year return to +11.2%. Despite the Australian equity market …
It was a year of extremes, with shares hitting record highs and interest rates at historic lows. Yet all in all, 2019 delivered far better returns than Australian investors anticipated at the start of the year. The total return from Australian shares (capital growth and dividend income) was 24 per cent in the year to …
The Stonehouse Core Value Portfolio (CVP) generated a return of +1.42% in November. Performance of equity markets was strong during the month with the Australian equity market and MSCI World Equity Index both posting gains of +3.1% and +3.6% respectively. Within the domestic equity allocation, all funds in the portfolio produced positive returns. The best …
In this Issue: Baby Billie has arrived Stonehouse Saving Hearts Steering through choppy seas – market update Closing the superannuation gap between men and women What our advisers are up to for the holidays Download newsletter to read more.
The Stonehouse Core Value Portfolio (CVP) generated a return of +0.36% in October. Performance of equity markets was mixed, with the Australian equity market posting a small loss (-0.37%) and the MSCI World Equity Index posting a small gain (+0.41%). Within the domestic equity component of the Portfolio the best performing strategy was the small …
The Stonehouse Core Value Portfolio (CVP) generated a return of +0.98%, in a month that saw equity markets reverse August losses with the Australian equity market and MSCI World Equity Index (in AUD terms) both up +2.1%. Within the domestic equity component of the Portfolio, all managers posted positive returns. The best performing strategy was …
The Stonehouse Core Value Portfolio (CVP) generated a small loss of -0.09% during August in a month which saw volatility return to markets and Australian and global equity markets all declined in local dollar terms. Within the domestic equity component of the Portfolio, all managers experienced negative returns as the Australian equity market was dragged …
We provide intelligent, tailored financial solutions to help clients achieve their goals and create a secure financial future.
