Vistafolio is Wealth Morning’s Managed Account solution for Eligible and Wholesale Investors.  Once a month, we update account holders on the strategy and performance. Please find our latest update as follows:


Unless you’ve been hiding under a rock, you’ll be impacted by the COVID-19 pandemic. Various governments around the world have implemented rigorous lockdown procedures, effectively closing off up to a third of the economy.

A significant amount of panic-selling took place through March. Consistent with the 30%+ decline in many indexes and our MSCI World benchmark, March 2020 saw heavy drawdown for us.

We are down –23.95% gross for the month across the composite portfolio (total aggregate, weighted return across all significant portfolios following the strategy). The defensive nature of holdings and payment of some dividends has helped us achieve lower drawdown compared to other global growth strategies.

Please see our performance chart for more details.


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In my view, this is no time to sell. But a time to ride the storm and follow your convictions to buy-up at value.

Thank you to those account holders who have trusted our instincts during this time and topped up their accounts with additional funds to deploy at value. We are still seeing rare value in the markets for those willing to accept the risk from the fallout of an unknown lockdown period.

We are now starting to see significant buying behaviour return in the markets and gradual lifts of the indexes. Yet, there may be some time before this risk event is over and we may enjoy bounceback.


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Simon Angelo


Past performance is not an indicator for future performance. Your actual portfolio will differ from the composite portfolio mentioned. The information contained in this document does not constitute an offer to sell or a solicitation to buy an investment, nor should it be construed as investment advice. Vistafolio investment services are available to Eligible Investors and Wholesale Investors (not to Retail Investors) as defined in the Financial Markets Conduct Act (2013).