Care Quarterly Update – December 2019

It’s always wonderful to post excellent investment returns for our clients over a calendar year, and 2019 was no exception.

However, we live in a very connected world market and it is amazing the number of world events that have impacted upon our investments so early this year.

The real proof of good portfolio management is the longer-term returns. The 5 year returns for each of the investor profiles (in the below update) are also more closely aligned to our long-term expectations from each of those portfolios.

Should you have any concerns about your investments, super or pension funds, from recent highly publicised scare messages in the media regarding market volatility, please contact me to discuss.

Learn more about how our CARE Portfolios performed in the December quarter and read the full report:

Care Quarterly Update – December 2019

If you would like to discuss the CARE philosophy and how it can help with your individual situation please call for a chat on 02 8188 0148 (Sydney) or 0414 583 558 (Kingscliff).

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