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 Benchmark of 12.80%. Despite global and domestic uncertainties,
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 its Benchmark YTD return of 11.10%. Despite global and
Year to date VIP’s flagship Growth portfolio has returned strong performance up 6.63%, outperforming its benchmark by 1.15%. Similarly over the June Quarter the Growth portfolio surpassed its benchmark by 8bps. This period benefited from some strategic adjustments in response to market fluctuations, reflecting VIP’s ability to adapt to changing
VIP’s Growth portfolio performed well over the March quarter, up 7.05% exceeding its benchmark by 1.07%. The solid quarterly performance reflected significant outperformance from VIP’s equity holdings, a pleasing result given the ongoing conservatism factored into all of the portfolios VIP manages. VIP’s conservatism proved to be prudent as inflation once
Inflation moderated, and rate cut bets ramped up The December quarter saw US and Australian inflation continue to moderate, coming closer to the Feds and RBAs target range. The markets took this in their stride and started to price in multiple rate cuts in America for 2024 beginning as early
Inflation moderated, but it was volatile and uncertainty remains The September quarter saw US and Australian inflation continue to moderate, albeit with a fair degree of volatility. The quarter also saw the emergence of a broad view that rates were peaking. Supporting this view was the emergence of signs of
What are the opportunities for ASX investors to leverage the “Global U-Turn” on Nuclear Energy? VIP considered the options available ahead of making a strategic allocation to Global X’s ATOM ETF. Follow us on LinkedIn Linkedin
Inflation subsided fuelling mixed responses from bonds and equities Fortunately, the June quarter saw inflation in both the US and Australia starting to settle back into lower and somewhat more acceptable levels, eliciting different responses from each country’s central bank and throwing their financial markets into more uncertainty. US bonds
A broad disparity of views underpins VIP’s ongoing caution! Global Equity markets rallied through the March quarter shrugging off Bond marketconcerns about pending recession. The disparity between the two markets is a global phenomena which at very least reflects heightened uncertainty and at worst a protracted recession. Underpinning the
Value Investment Partners Market Report december 2022 We are not out of the Woods yet! The December quarter brought an easing of inflationary fears as the US reported its first monthly decline in inflation since August 2021 This was reflected in lower US bond yields and stronger US equity markets,
Value Investment Partners Market Report SEPTEMBER 2022 Powell’s reality check reminded markets there’s more pain to come The September quarter was another volatile period for financial markets as they dealt with two months of bullish enthusiasm followed by a reality check from the US Federal Chairman, Jerome Powell who advised
Value Investment Partners Market Report June 2022 Inflation and fears about recession dominated equity markets over the June quarter with international markets declining significantly. The US Dow Jones was down 11.2%, the German DAX was down 11.3% and Australia’s All Ords was down 11.7%. VIP as previously reported, was expecting
