Monthly Performance Reports and commentary for the suite of Market Matters Invest Portfolios out this morning covering the month of September. To receive these Monthly Updates directly to your inbox, sign up here.
While September was another tough month for equities with the ASX down by -2.84%, our portfolios outperformed across the board:
The Active Growth Portfolio: -1.48% (1 year +22.17%): Download Monthly Report Here
The Active Income Portfolio: +0.09% (1 year +17.33%): Download Monthly Report Here
The Emerging Companies Portfolio: +1.08% (1 year +8.67%): Download Monthly Report Here
The International Equities Portfolio is not yet open for direct investment, however, we are on track for launch before Christmas. The portfolio declined -1.62% in September versus its benchmark of -3.98%, and is up 18.35% for 1 year. The portfolio has been running since 2019 and has returned 16.16% pa.
For Sophisticated Investors, James Gerrish & his team offer bespoke portfolio management via Shaw & Partners – more information is available here. Portfolios are aligned with our Market Matters approach and can include Australian and international Equities, Fixed Interest and alternative assets, with an asset allocation structure designed for targeted objectives. Email: [email protected] for more information.
