After an excellent month in December, returns in January seemed to be somewhat subdued.
Knowledge Centre
- Details
Pay down mortgage or boost super – which is best? You might be wondering what to do with your cashflow given the recent rise in home loan interest rates. Should you pay off your mortgage faster or save more in super? While the answer depends on your personal situation, investing more in super may make your money work harder.
- Details
After a poor month for nearly all investments in October, returns during November and December were exceptional.
- Details
After a poor month for nearly all investments in October, returns during November were exceptionally strong.
- Details
During October, Global Share performance was poor. Global shares lost 1.0% on an unhedged basis, and lost 2.8% on a hedged basis. Unhedged outperformed due to the AUD losing ground against both the Euro and the USD.
- Details
During September, Global Share performance was poor. Global shares lost 4.0% on an unhedged basis and lost 3.6% on a hedged basis. The difference was mostly due to the appreciation of the AUD versus the Euro.
- Details
For August, the U.S. S&P 500 price index was down 1.8%. Several of the household-name tech giants experienced a pullback and weighed on the index overall. At the sector level, Consumer Staples companies were generally weaker, as were Financials and Real Estate.
- Details
During July, Global Share performance was favourable. Global shares gained 2.1% on an unhedged basis, and gained an even better 3.1% on a hedged basis, due to an appreciating AUD relative to the USD.
- Details
During June, Global Share performance was favourable. Global shares gained 3.1% on an unhedged basis, and gained an even better 5.6% on a hedged basis, due to an appreciating AUD relative to the USD.
- Details
During May, Global Share performance was mediocre. Global shares gained 1.2% on an unhedged basis, but lost 0.2% on a hedged basis, due to a depreciating AUD relative to the USD.