Portfolio Performance – 31 March 2022

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During the March 2022 quarter we saw a confluence of issues. These included, rising inflation, the prospect of rising interest rates, Russia’s invasion of Ukraine, and the significant rain event in Queensland and New South Wales. Portfolios have handled the issues very well.

Portfolio returns for the quarter:

Core Australian Equities Model Portfolio -2.33%
Self-funding Installment Model Portfolio -2.83%
International Equities Fund of Funds -8.44%
Interest-Bearing Securities Model Portfolio -0.18%
Australian REIT and Infrastructure Fund -3.26%

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