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NEWS

Sam Cole, August 2019
The S&P/ASX 300 Accumulation Index returned 8.05% for the June quarter, with Financials and Materials the top performing sectors and Energy and Utilities the weakest performers for the period. The Australian market continued to rally through July with the S&P500/ASX300 rising 3%. Since the December low, Australian stocks are up close to 25% which is…
Sam Cole, May 2019
The S&P/ASX 300 Accumulation Index returned 2.46% for the month of April, with Financials and Consumer Staples the top performing sectors and Materials and Real Estate the weakest performers for the period. The underlying domestic economy is also weakening given the headwinds from the global slowdown and the pull-back by the consumer in the face…
Sam Cole, March 2019
The S&P/ASX 300 Accumulation Index returned 6.01% for the month of February, with Financials and Materials the top performing sectors and Consumer Staples and Utilities the weakest performers for the period. We remain defensively positioned, but will switch back into good quality cyclical stocks as we gain confidence sufficient stimulus will be provided. The portfolio…
Sam Cole, January 2019
The S&P/ASX 300 Accumulation Index returned -8.41% for the December quarter, with Utilities and Consumer Staples the top performing sectors and Consumer Discretionary and Energy the weakest performers for the period. The Australian market pulled back aggressively during the December quarter falling -8.41%, outperforming global indices. We ascribe the better relative performance to the fall…
Sam Cole, May 2018
MONTH TO 30 APR 2018 | The S&P/ASX 300 Accumulation Index returned 3.78% for April, with Materials and Health Care the top performing sectors and Financials and Utilities the weakest performers for the period. Domestically, the economy remains in a modest growth environment with the worst of the resource/energy capex wind down now over, services…
Sam Cole, March 2018
MONTH TO 28 FEB 2018 | The S&P/ASX 300 Accumulation Index returned 0.34% for February, with Health Care and Consumer Staples the top-performing sectors and Energy and Telecommunication Services the main detractors for the period. February's reporting season was solid with companies continuing to keep a tight rein on costs and corporates working hard for…
Sam Cole, January 2018
QUARTER TO 31 DEC 2017 | The S&P/ASX 300 Accumulation Index had a strong finish to the 2017 calendar year, adding 7.74% for the December quarter and 11.94% for the 12 months to 31 December. Energy and Information Technology were the top performers for the quarter with all market sectors delivering a positive return. Our…