“I want to do some good with my money.” It’s a request I am hearing more from my clients; a desire to invest in assets that have a positive impact on the environment and the community.
portfolio
Insync wins large global equity mandate from GPS Wealth
Insync Funds Management has been appointed by Easton Wealth licensee GPS to manage a major share of their global equity allocation across their flagship CARE portfolios. These models are available on various platforms and are focussed on clear investor outcomes, having enjoyed strong performance and support for over 6 years.
Pets the big winners from Covid-19
For many years we have been increasingly treating our pets not just as loved members of the family but having the same status as our children or partners. ‘Pet Humanisation’ is a Global Megatrend that has actually accelerated due to the effects of Covid-19 and is unlikely to reverse in coming years.
Spatium returns 17.1%, confirming a different small cap process
Since inception on 1 July 2018, Spatium Capital has returned 17.1% per annum (after fees) over a three-year period versus the S&P/ASX Small Ordinaries benchmark return of 5.8% over the same horizon. This equates to an annualised outperformance of 11.3%.
Insync funds +9.5% in June 2021
Insync Funds Management were pleased to report a strong finish for the year with the funds up +9.5% in June.
Australian Eagle Trust Long-Short Fund returned +15.62% for June 2021 quarter
The Portfolio returned +15.62% after fees for the June 2021 quarter, consolidating a rebound in performance after a disappointing December 2020 quarter.
This fixed income fund returned 13.1% p.a. over a 5-year rolling average
The Laureola Fund returned 13.1% p.a. over a 5-year rolling average with 100% of performance generated by realised gains in 2020, and more than 80% of returns were from realised gains over the eight-year life of the flagship fund.
Property investment versus investing in life settlements
Investors looking for income can find sustainable returns from life settlements without the costs and leverage of being a property investor.