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Weekly Market Commentary & Insights

Market Summary

Week of 19 October 2020

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Week of 28 September 2020

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Week of 21 September 2020

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Week of 14 September 2020

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Model Portfolio Returns

Short-term and Long-Term Returns

.PDF

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.XLSX (Excel)

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Fact Sheets

Discretionary Savings Model Portfolios

Conservative

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Cautious

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Moderate

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Growth

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International

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Regulation 28 Model Portfolios

Conservative Reg 28

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Cautious Reg 28

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Moderate Reg 28

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Growth Reg 28

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Advisor Pack

September 2020

.PDF

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Corporate Identity

Corporate Brochure

Corporate Brochure

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Portfolio Performance Analysis

Discretionary Savings Model Portfolios

Conservative

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Cautious

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Moderate

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Growth

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International

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Regulation 28 Model Portfoios

Conservative Reg 28

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Cautious Reg 28

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Moderate Reg 28

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Growth Reg 28

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Comparative Analysis

ASISA Sectors and Leading Index Comparative Analysis

1 Year Annualised

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3 Year Annualised

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5 Year Annualised

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Quarterly Reports

Manager's Report

Quarterly Asset Manager's Report - Q3 2020

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Quarterly Asset Manager's Report - Q2 2020

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Quarterly Asset Manager's Report - Q1 2020

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Economic Report

Quarterly Economic Report - Q2 2020

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Quarterly Economic Report - Q1 2020

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