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:

August saw continued recovery from the coronavirus drawdown. Estimates suggest there is now nearly USD $5 trillion in money-market funds that could potentially start looking for a more profitable home in equity markets. More than during the GFC!

But the markets are still nervous and unsteady. It will likely take a vaccine to unleash this wave of cash and get them moving again. It remains, in my view, a good time to invest and buy value for long-term portfolios.

This month, we are up 4.28% gross for the month across the composite portfolio (total aggregate, weighted return across all significant portfolios following the strategy). Australasian property businesses are starting to show comeback — which has helped this, though we need to see improvement with the virus situation in Victoria. Europe should emulate this recovery path, though later.

Please see our performance chart for more details.


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Simon Angelo

Editor, Wealth Morning 

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).