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Portfolio update February 2022

3 March 2022

In a difficult month for markets our portfolios performed well, outperforming in Australian equities and reducing the impact of falling valuations in our multi-asset portfolios

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Portfolio update January 2022

8 February 2022

Our positioning protected the portfolios from much of the impact of the sell off across markets in January.

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Portfolio update November 2021

6 December 2021

November was a very mixed month for markets worldwide, but the gap between growth and value equities was bigger than the difference between asset classes. The increasing premium in valuation of growth stocks means we remain comfortable with our tilt to value.

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Portfolio performance September 2021

11 October 2021

September was a strong month for the portfolios, with our defensive positioning protecting the portfolios from the market drawdowns, and our tilts toward value investments and energy adding value as well. Click through for a short video and detailed commentary.

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August 2021 portfolio updates

6 September 2021

August was another good month for investment markets, and performance was strong for both the Australian and international equity sections of the portfolios.

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July 2021 portfolio updates

4 August 2021

Markets rose again in July, with quality equities outperforming. We’re continuing to reduce exposure to equity and interest rate risk, and avoiding overpriced stocks. Click through for a short video and full portfolio commentary.

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Alternatives review

4 August 2021

We’ve introduced an absolute return equities managers and removed our trend following manager. This should boost returns and reduce portfolio risk.

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Macro update on Ausbiz

22 July 2021

David was a guest again on Ausbiz today, where they asked for his insights on the macroeconomic environment and our portfolio positioning. Click through to see the interview.

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Portfolio updates June 2021

7 July 2021

June was another strong month for investment markets. Given the surging valuations we remain defensively positioned, and have taken profits on several stocks in the Core Equity Portfolio.

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Portfolio changes 22 June 2021

22 June 2021

A brief note on changes to the Core Equity Portfolio: we’ve taken profits in a few names and reinvested in companies that are better valued.

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Important Information: This document has been prepared by Aequitas Investment Partners ABN 92 644 165 266 (“Aequitas”, “our”, “we”), a Corporate Authorised Representative (no. 1284389) of C2 Financial Services, (Australian Financial Services Licensee no. 502171), and is for distribution within Australia to wholesale clients and financial advisers only.

This document is based on information available at the time of publishing, information which we believe is correct and any opinions, conclusions or forecasts are reasonably held or made as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. To the extent permitted by law, neither Aequitas nor any of its affiliates accept liability to any person for loss or damage arising from the use of the information herein.

Please note that past performance is not a reliable indicator of future performance.

General Advice Warning: This document has been prepared without taking into account your objectives, financial situation or needs, and therefore you should consider its appropriateness, having regard to your objectives, financial situation and needs. Before making any decision about whether to acquire a financial product, you should obtain and read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) and consider talking to a financial adviser.

Taxation warning: Any taxation considerations are general and based on present taxation laws and may be subject to change. Aequitas is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and investors should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.

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