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Active Income Portfolio

The Market Matters Active Income Portfolio provides an active approach to income producing equities, ETFs and listed Income Securities – Click here to view

The portfolio lost  -2.23% for the week with cash at 3%.  While APA Group (APA) +2.97% & Transurban (TCL) +2.55% proved their defensive qualities, it wasn’t enough to offset the -14.12% decline by BHP, our largest portfolio weighting (~8%), although it is still around 300bps below the benchmark which did help relative returns. With the ASX 200 down by over 3% for the week, it was pleasing to see 14 positions out of 21 either be down less than 1% (6 positions) or actually higher (8 positions), with a downside capture of 68% relative to the ASX 200.

The composition of the portfolio is currently 3% cash, 28% fixed income & 69% equities.

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