Blog

All of the Six Park model portfolios posted gains in August, aided by strong advances across almost all asset classes. Overall, our portfolios were up +0.3% to 1.0% for the month and have now returned +1.4% to +7.5% on a rolling 12-month basis.

July was generally a weaker month for investors, with returns dampened by the surging AUD and fears of rising interest rates.

​The 2017 financial year drew to a close in somewhat of an anti-climax. Almost all asset classes declined and just two segments (Australian shares and cash yield) managed to eke out small gains.

Although the Australian sharemarket fell -2.8% during May, the Six Park portfolios posted gains of between +0.3% to +0.5% for the month. This result highlights the benefits of our diversified portfolios which are spread across global markets and multiple asset classes.

When the renowned poet T.S. Eliot declared “April is the cruellest month”, he clearly wasn’t referring to the financial markets of April 2017.

Australian shares, global infrastructure and emerging markets led the charge in March.

February might be a short month, but it certainly didn't leave investors "short" on returns.

After notching up strong gains in the December quarter, equity markets were generally weaker in January, dragging the performance of the Six Park portfolios down between -0.1% to -1.4%. Despite these falls, our portfolios remain up +3.5% to 11.0% on a rolling year basis.

The Six Park portfolios returned +0.5% to +4.7% in December 2016, with our higher risk, growth orientated portfolios gaining most from the rally in global sharemarkets during the month.