VIP Growth Portfolio Performance Overview The 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 outperformance relative to the benchmark. The

VIP Growth Portfolio Performance Overview The 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 positioned to mitigate risk with its Standard

VIP Growth Portfolio Performance Overview The 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 strategic been positioned to mitigate risk with its Standard

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