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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Decades of peace in Europe were shattered on February 24th, 2022 when Russia invaded Ukraine. We extend our thoughts and sympathy to everyone affected and our hearts go out to all those suffering. What is reassuring is the amount of support throughout the world in standing with Ukraine.
Read MoreAs 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.
Read MoreThis 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.
Read MoreSlightly 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’.
Read MoreOur 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.
Read MoreQuick update from the Chairman of the Australian Advice Network Investment Committee (Troy Theobald) on the recent market volatility.
Read MoreHugh Robertson, Director of Centaur Financial Services and a member of our Investment Committee appeared this month in the Livewire Buy Hold Sell where he discussed with Charlie Viola from Pitcher Partners’ their thoughts on five cracking ASX-listed ETFs and one REIT for your income portfolio.
Read MoreIn the coming months investors in our investment models will be receiving some additional correspondence in regards to the underlying investments, benchmarks and target asset allocations.
Read MoreWhen a publicly listed business requests for their shares to be placed in a trading halt, you know that an announcement with some substance (good or bad) isn’t far off.
Read MoreContact us via the button below and one of our team members will be in touch
The information contained in this document is published by Australian Advice Network Pty Ltd (AFSL 472901 ABN 13 602 917 297). The information contained herein is not intended to be advice and does not take into account your personal circumstances, financial situation and objectives. The information provided herein may not be appropriate to your particular financial circumstances and we encourage you to obtain advice from your financial adviser before making any investment decisions. Please be aware that investing involves the risk of capital loss and past results are not a reliable indicator of future performance and returns. AAN Asset Management Pty Ltd makes no representation and give no accuracy, reliability, completeness or suitability of the information contained in this document and do not accept responsibility for any errors, or inaccuracies in, or omissions from this document; and shall not be liable for any loss or damage howsoever arising (including by reason of negligence or otherwise) as a result of any person acting or refraining from acting in reliance on any information contained herein. No reader should rely on this document, as it does not purport to be comprehensive or to render personal advice. Please consider the Product Disclosure Statement and Investment Guide before investing in the product. Performance is based on a model portfolio and is gross of investment management and administration fees, but net of transaction costs. The total return performance figures quoted are historical and do not allow for the effects of income tax or inflation. Total returns assume the reinvestment of all portfolio income. Past performance is not a reliable indicator of future performance. Portfolio holdings may not be representative of current or future recommendations for the portfolio. The securities listed may not represent all of the recommended portfolio’s holdings.
