Quarterly update – March 2024
Equity markets had a strong start to the calendar year, with our portfolios participating in the uplift. We have maintained our valuation discipline and added defensiveness to our portfolios where possible.
Expert analysis
The skew towards technology and away from materials benefited our equity portfolios this quarter. We continue to find opportunities to invest in the renewable energy mega trend.
Managed Fund monthly updates
Our monthly fund reports provide investors with a quick snapshot of each of our managed funds, including investment objectives, up-to-date total performance, performance against benchmark, fees and distribution information and more.