Insync Investor Series - Babies and Grandparents

Getting Insync with the Global Downshift The major issues driving the next big stage of global development and what it means for investors. Babies & Grandparents Where it starts and ends. The world was quietly changing in big ways whilst we focused on other things. The ‘We” being media, governments, central banks, economists, fund managers and academics. True the ‘other things’ deserved our full attention, like the GFC, but they are like the noisy child demanding our attention at the expense of other equally as important things. 1.4 Billion less babies. Since the early 1990s there has been far less of them. Twenty years on (around 2008) that generation finally went to work but with -.14Bn,

Monthly Fund Commentary - Aug 2017

Global Titans Fund commentary Global stocks finished up just over 1% for the month on the back of investor optimism over improving world economic growth. Economic growth accelerated in the US and appears to be broadening across the euro zone. This has raised questions about the direction of monetary policy, however, markets seem relatively unconcerned. The Fund’s unit price increased by 1.0%, after the cost of protection, in August. The performance was driven by positive contributions from our holdings in PayPal, Visa, Microsoft, Diageo and Unilever. The main negative contributors were Stryker Corp, Reckitt Benckiser, Medtronic, Walt Disney Co and Priceline.com Inc. The Fund continues to h
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Disclaimer

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.