Market commentary

[vc_row][vc_column][vc_column_text]Market Commentary – June 2017 The ASX200 index experienced a disappointing quarter falling approximately 2.5% to 5,721. The market began the quarter surging towards 6,000 points before being dragged back primarily by the four major banks. The banks experienced large…

[vc_row][vc_column][vc_column_text]Market Commentary – March 2017 The Australian market remains resilient despite the ongoing global political turmoil. The S&P ASX 200 rose 3.5% to close at 5,865. The ASX 200 continues to benefit from price recovery in the top 20 stocks…

[vc_row][vc_column][vc_column_text]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…

[vc_row][vc_column][vc_column_text]Market Commentary – December 2016 The Australian market has proven very resilient despite the political turmoil over the last 12 months. With the S&P ASX 200 shrugging off the election of Donald Trump to achieve a 4.6% increase for the…

[vc_row][vc_column][vc_column_text]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…

[vc_row][vc_column][vc_column_text]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…

[vc_row][vc_column][vc_column_text] 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….

[vc_row][vc_column][vc_column_text]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….

[vc_row][vc_column][vc_column_text] 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…

[vc_row][vc_column][vc_column_text]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….

[vc_row][vc_column][vc_column_text]  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…

[vc_row][vc_column][vc_column_text]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…