CARE Quarterly Update – March 2021

This report is of a snapshot in time and takes into account the low baseline from the time of the worst of the COVID-19 impact on markets, to a meteoric rise of enthusiasm reflecting a dynamic positive change in world and Australian investment markets over the past 3-months, 6-months, 1-year and longer.

Although it is very pleasing to see the positive results for the past 1-year for all of our portfolios, unfortunately I cannot reasonably project that this momentum will continue for the period ahead. Expectations should be more focused on the 3 to 5 year results.

I urge you to read the reports attached to get some sense of the extent of consideration made by our CARE Investment Committee when managing your money.  Please Click here to read the March 2021 Care Newsletter.

As always, please feel free to contact me if you have any questions or wish to discuss your portfolio on 02 8188 0148 or 0414 583 558.

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