Quarterly Update – Multi Asset Portfolios

The December 2023 quarter was a strong quarter for financial markets with all major assets classes generating positive investment returns. This was on the back of lower bond yields over the quarter, as markets became increasingly confident that central banks were down with increasing official cash rates. The downward move in yields resulted in both growth and defensive asset classes moving higher and this directly translated into the performance of the Portfolios over the quarter. Pleasingly both absolute as well as relative (peer) performance was strong and the Portfolios longer track record continues to be in the upper quartile ranges.

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This post and any supporting materials may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we may have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement and/or Target Market Determination before making any decision to purchase that financial product. The material in this post is correct and complete as of the date it was posted. Infinity is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on any information contained within this post.

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