Last week, we profiled our top performing “Social Media” thematic portfolio (or Vue) which returned over 55% over the last 12 months to June 30 2017. We have a number of other thematic portfolios that also produced market beating returns.

For example:

Luxury Goods +39.28%Companies benefiting from growth in demand for luxury goods in emerging economies across Asia.

Clean Tech +33.7%Invest in companies benefiting from the adoption of cleaner technologies.

Gaming +19.53%gaming-2

As a point of reference; over the last 12 months to June 30 2107, MSCI World is up 14.34% and the S&P 500 returned 15.2% (AUD). The ASX 200 gained 14.09%.

Two of our newer Vues which have not been around a full 12 months have done very well, Year to Date:

Year to date to June 30 2017 MSCI World has returned 4.46% and  the S&P 500 has gained 8.2%. ASX 200 are 3.16% for the first 6 months of 2017.

Now the common denominator of all the high returning thematic portfolios is that they are mostly growth oriented. So for investors who might feel that markets have got ahead of themselves or are of a more conservative nature, we also offer thematic portfolios that are more defensive and value oriented.

For example:

With the exception of the “Silver Haired Economy” they haven’t matched the returns of our growth portfolios over the last 12 months.

Why? Currently markets are focused on growth and specifically technology. That of course can change particularly over the long term. A reasonable strategy might be to combine a number of growth and defensive thematic portfolios for the sake of risk management and diversification.   

Important: This content has been prepared without taking account of the objectives, financial situation or needs of any particular individual. It does not constitute formal advice. Consider the appropriateness of the information in regards to your circumstances. Past performance is not a reliable indicator of future performance.

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