FirstWrap Investment Strategy – FY18 Review

Jul 15, 2018

The ASX200 index rose 7.6% in a strong quarter to close at 6,195. Australia’s economic outlook continues to improve with growth expected to continue on-trend this year. The Reserve Bank of Australia (RBA) maintained the cash rate at 1.50% p.a. for a record 22 consecutive month. US Stock markets returned to growth this quarter with the DOW increasing 2.7% and th

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Fund in Focus: AMP Core Infrastructure fund

Dec 31, 2016

The AMP Core Infrastructure fund has been a recent addition to the Limberg Asset Management investment models in July 2016. The Infrastructure fund has been included to provide the models with a different asset class that is diversified from traditional equities and bonds. Infrastructure assets traditionally have defensive characteristics as they invest in large

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Fund in Focus: AMP Wholesale Australian Property Fund

Sep 30, 2016

The AMP Wholesale Property fund will be added to the investment models in the near future. The reason for adding this investment is to gain exposure to property. Property traditionally has a low correlation to equities providing diversification with sustainable income from tenants rent and capital growth from quarterly property revaluations.

Fund objective: Th

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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

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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.
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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

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