Tag: Portfolios

While most portfolios have continued to post monthly gains, only a few have offset the losses incurred since February.

While all portfolios have continued to post monthly gains, only a few have offset the losses incurred since February.

All portfolios rebounded last month but they have not offset the losses incurred since February.

All portfolios had their steepest monthly declines in March since the coronavirus outbreak started.

As global markets tumbled last month, all aggressive portfolios had steep declines in February but still beat their respective benchmarks.

Raiz’s portfolios posted the highest monthly returns versus the benchmark, driven by the Australian equity market.

All portfolios were up in December except Raiz portfolios, which faced downward pressure from Australian equity and bond markets.

All aggressive portfolios performed well in November, but not all beat their benchmarks.

Generally portfolios were up in October month-on-month, but most benchmarks were higher.