Insights

Recent changes to the Blended & Income Portfolios Purchased Goodman Group (GMG) We have added GMG to the portfolios, following its 3Q...

Recent changes to the Blended & Income Portfolios Purchased Rio Tinto (RIO) We have added Rio Tinto Ltd (RIO) to the portfolios as a...

Recent changes to the Australian Equity Income Portfolio Purchased Chrous Limited (CNU) Chorus Ltd is New Zealand’s major wholesale...

Recent changes to the Blackmore Capital Australian Equity Portfolios With the unprecedented dislocation of economic activity, the...

Recent changes to the Blackmore Capital Blended Australian Equity Portfolio With equity market valuations trading at significant premiums...

The 12-month forward Price earnings Ratio (PE) for the ASX 200 is now greater than 18 times, notably 27% higher than the long-term...

We added GPT Group to the portfolio, an additional property trust exposure to the existing position in Viva Energy REIT. GPT is one of...

Recent changes to the Australian Equities Income Portfolio Sold Insurance Australia Group (IAG) In July 2019 we materially reduced our...

The following changes have been made to the Blackmore Capital Blended Australian Equity Portfolio. Reduced Commonwealth Aust Bank (CBA)...

Recent changes to the Blended Australian Equities Portfolio & Australian Equities Income Portfolio Increased BHP Group (BHP) Since we...

Recent changes to the Blended Australian Equities Portfolio Sold Resmed (RMD) We have sold our position in Resmed following a 40%+ uplift...

Recent changes to the Blended Australian Equities Portfolio Purchased Northern Star Resources Ltd (NST) We recently added Northern Star...

Recent changes to the Blended Australian Equities Portfolio & Australian Equities Income Portfolio Purchased Spark New Zealand Ltd (SPK) ...

Recent changes to the Blended Australian Equities Portfolio & Australian Equities Income Portfolio Reduced Cleanaway Waste Management...

The Australian equity market is trading on a 12- month forward Price Earnings Ratio (PE) of 16.2 times, 15% higher than its long-term...

Recent changes to the Blended Australian Equities Portfolio Increasing CSL Limited (CSL) We are adding to our position in CSL following...

Recent changes to the Blended Australian Equities Portfolio & Australian Equities Income Portfolio Increasing Commonwealth Bank of...

We have increased the Macquarie Group (MQG) holding in the portfolios following a decline of circa 10% in the share price following its...

Recent changes to the Blended Australian Equities Portfolio Increasing Healius Ltd (HLS) Healthcare is becoming a central pillar of...

Recent changes to the Blended Australian Equities Portfolio Sold Bega Cheese Limited (BGA) - We have sold our position in Bega (BGA)...