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Newsletter 51

2 Aug 2023

Top Performers 📊📈

We are very pleased to share that our core portfolio investment returns of 13.2% ranked second among the top performing Growth Super Funds for financial year ending 30 June 2023 (FY2023). Importantly, as the table shows our portfolios had greater exposure to defensive assets (30% for growth and 52% for balanced), e.g., cash, inflation linked bonds, than the competitors which means they were taking risky positions for the same or worse return.

Key Points:

  1. Some clients had even better returns because of strategies adopted.

  2. Both our Growth and Balanced portfolios are in the top 5 performing funds.

  3. Our performance reflects our investment philosophy which flows through into our asset allocation and that it is returns after fees that matter.

  4. Past performance is not an indicator of future returns.

If you have any family or friends that are concerned about their superannuation, investments or want help with their debt, please feel free to contact us.

We thank you for your support and trust!

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