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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