The Market Matters International Equities Portfolio is a high conviction direct international equities portfolio that targets well known global brands – Click here to view
The MM International Equities Portfolio was higher over the course of the week the up by +1.32% including a negative impact from the higher Australian Dollar of -1.09%. Commodities remained strong which underpinned our position in Freeport-McMoRan (FCX US) which increased by +12.2% while Alibaba (BABA US) and Tencent (700 HK) were off 4-6% on the downside. For February, this portfolio was down -1.49% versus the US market which was down -3.65%
