Investment Committee Update – May 2022

As we continue to see significant market volatility, we thought we would provide you with an update on what the Committee has been implementing in the Investment models as we move through this investment cycle.

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Quarterly Investment Update from the AAN Investment Committee

As many of you will note, the AAN Investment Committee have long maintained the policy of rebalancing models on a quarterly basis, and this was actioned last Friday. This process involves trimming positions that have performed well, topping up those that haven’t and as part of this rebalance a number of changes were made to the Core, Growth and Australian models, and we wanted to share those with you. 

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Quarterly Investment Update from the AAN Investment Committee

This week we share our latest collection of insights across our investment teams, as we provide detailed fund commentary of how each portfolio has performed for the December quarter, performance highlights, what the economy is doing and an update on markets in general.

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A watched pot never boils.

A watched pot never boils

Slightly out of context but the quote points to watching something continually, can make it feel like it is never going to happen – in this case boil.

Investment markets can feel the same way.

The answer to the question, ‘is a correction coming?’ is ‘ALWAYS’.

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AAN Quarterly Investment Update

Quarterly Investment Update from the AAN Investment Committee

Our diversified models continue to perform well compared to their peers, benchmarks and objectives. When markets rally strongly, as they have, our quarterly rebalancing allows for profits to be taken and underperforming assets to be topped up. This disciplined approach to asset allocation remains a key part of our investment philosophy.

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