Market Commentary – September 2016

Sep 30, 2016

The S&P ASX 200 has achieved a 3.87% increase however the increase does not reflect the extraordinary volatility throughout the quarter. Since February 2014 the market has fluctuated in a tight sideways channel.  Market conditions continue to be fractious, but not without opportunities. With the top companies in the ASX 200 regaining some momentum due to imp

» Read More

Fund in Focus: Australian Ethical – Australian Shares Fund

Jul 14, 2016

Fund in Focus: Australian Ethical – Australian Shares Fund

The Australian Ethical – Australian Shares Fund uses an Ethical Charter to seek out or avoid investments that do not fit within the charter as being socially or ethically responsible. Australian Ethical believes in the transformative power of money to achieve posi

» Read More

Market Commentary – June 2016

Jun 30, 2016

Market Commentary – June 2016

The S&P ASX 200 has risen 3% with volatility continuing throughout the quarter. Since August 2015 the market continues to fluctuate in a tight sideways channel.  Market conditions are proving difficult but not without opportunities. With the top 20 shares in the ASX 200 continuing to face significant

» Read More

Brexit, the economy and financial markets

Jun 28, 2016

On Thursday 23 June, Britain voted to ‘Leave’ the European Union (EU) 52 – 48 per cent. But the debate about the implications for economies and financial markets is just beginning.

The magnitude of the impact on markets and economies is open to debate. The likely rol

» Read More

Market Commentary – March 2016

Mar 15, 2016

Market Commentary – March 2016

The S&P ASX 200 has fallen 4% in another volatile quarter. The market fell heavily from the New Year high with the ASX 200 falling 8% in January and recovering slowly in February and March. The major financial themes impacting the Australian market continue to be:

  • The price of commoditie

» Read More

Magellan Global Equity Fund

Feb 20, 2016

  •  Magellan Global Equity Fund has beaten 99 percent of peers
  • Fund boosted cash `well before any of this turmoil started’Well before things went wrong for global stocks last year, one $9 billion fund manager decided it was time to play safer, and nothing he sees now convinces him to change that call.
[/vc_col

» Read More

Fund in Focus: SG Hiscock ICE Fund

Jan 15, 2016

The SGH ICE fund is an Australian equity funds that looks to invest in industrial companies. Typically, the fund holds 40 companies that are predominately mid to small caps outside the top 100 companies. These are described as the “safe end of small caps” with the aim being to identify growing companies with strong revenue growth. The lead fund manager is Cal

» Read More

Market Commentary – December 2015

Dec 15, 2015

Market Commentary – December 2015

The S&P ASX 200 increased 5.5% over the quarter. The volatility continued into December with the ASX 200 trading up to 5,400 points, with daily movements of 1% or more persisting. The major financial themes impacting the Australian market are the continuing decline of commodity prices, Chinese eco

» Read More

Market Commentary – September 2015

Sep 15, 2015

Market Commentary – September 2015

The S&P ASX 200 has fallen 8% since the beginning of the quarter. The September quarter was incredibly volatile with the S&P ASX 200 falling approximately 700 points or 13% from its high in early August. Market volatility can only be described as extreme with daily movements of 1% or more the

» Read More

Market Commentary

Jul 15, 2015

The S&P ASX200 has fallen 8.8% since the beginning of the quarter. September quarter was incredibly volatile with the S&P ASX200 falling 800 points or 14% from its high in early August. Market volatility can only be described as extreme with daily movements of 1% or more the norm rather than the exception. The major financial issues impacting the Australi

» Read More