VIP Blog

The VIP Growth Portfolio underperformed its benchmark, the  Morningstar Growth Index for the quarter ending 30 June 2026, generating a return of 4.20% compared to the benchmark return of 7.99%, reflecting an underperformance of 3.79%. The portfolio’s underperformance reflected a period where the … [Read more...] about June 2026 Market Report

Over the three-month period, the portfolio's defensive architecture, including gold exposure and a selective approach to growth equities, initially provided meaningful downside protection relative to the broader market. However, the escalation of the Iran conflict triggered a sharp rise in oil … [Read more...] about March 2026 Market Report

Portfolio Activity During the quarter, VIP reduced fixed interest exposure and reallocated into property. UBS Small Caps was sold, with proceeds redeployed into other small- and micro-cap managers. Positions in oversold sectors, including Healthcare and WiseTech, were increased. National Storage … [Read more...] about December 2025 Market Report

VIP Growth Portfolio Performance OverviewThe VIP Growth Portfolio continued to deliver positive performance during the September quarter, yielding a  gross return of 1.21% outperforming its benchmark by 46  bps. Over the full quarter, the portfolio delivered a  return  4.6%, resulting in a 15bps … [Read more...] about September 2025 Market Report

VIP Growth Portfolio Performance OverviewThe VIP Growth Portfolio continue to return positive performance amid market turbulence and US recession fears. Over the past month the portfolio underperformed its Benchmark by 47bps Due to global and domestic uncertainties. the portfolio has strategic been … [Read more...] about June 2025 Market Report

VIP Growth Portfolio Performance OverviewThe VIP  Growth Portfolio continue to return positive performance amid market turbulence and US recession fears returning. Over the past month the portfolio outperformed its Benchmark by 39bps. Despite global and domestic uncertainties, the portfolio has … [Read more...] about March 2025 Market Report

VIP Growth Portfolio Performance Overview The VIP Growth Portfolio continued its strong performance amid evolving economic challenges during the December 2024 quarter. Over the past three months, the portfolio achieved a return of 1.91%, bringing its year-to-date returns to 13.64% outperforming its … [Read more...] about December 2024 Market Report

VIP Growth Portfolio Performance Overview The VIP Growth Portfolio continued its strong performance amid evolving economic challenges during the September 2024 quarter. Over the past three months, the portfolio achieved a return of 4.58%, bringing its year-to-date returns to 11.51%, outperforming … [Read more...] about September 2024 Market Report