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Newsletter 13

9 July 2019

Investment Returns for Financial Year Ending 30 June 2019

Welcome to the new Financial Year! We are very pleased to share our investment returns for Financial Year Ending 30 June 2019.  We have compared 3 portfolios of Balanced, Growth and High Growth against Australian Super and for each category our returns were significantly better as it can be seen below.

Of course many of you have different risk profiles and are adopting different strategies, however we consistently apply our investment strategy of Australia providing income (dividends and/or attached franking credits and bond coupons) and growth coming from the international markets and themes, e.g. Robotics.

If you have any family or friends that are concerned about their superannuation or if you have any questions, please feel free to contact us.

Please remember past performance is not an indicator of future returns.

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