Future Funds Blog

Monthly Report – August 2017
Monthly Report – August 2017
Aug 01, 2017

Monthly Report – August 2017 +

Monthly Report – July 2017
Monthly Report – July 2017
Jul 01, 2017

Monthly Report – July 2017 +

Monthly Report – June 2017
Monthly Report – June 2017
Jun 01, 2017

Monthly Report – June 2017 +

Monthly Report – May 2017
Monthly Report – May 2017
May 01, 2017

Monthly Report – May 2017 +

Monthly Report – April 2017
Monthly Report – April 2017
Apr 01, 2017

Monthly Report – April 2017 +

Monthly Report – March 2017
Monthly Report – March 2017
Mar 01, 2017

Monthly Report – March 2017 +

Monthly Report – February 2017
Monthly Report – February 2017
Feb 01, 2017

Monthly Report – February 2017 +

Monthly Report - January 2017
Monthly Report - January 2017
Jan 01, 2017

Monthly Report – January 2017 +

July 2014 report
July 2014 report
Aug 12, 2014

By definition, "Volatility" is an expression for rapid, and often unexpected change. Usually, when referring to shares, it is code for loses. Over the month of July however, we saw volatility of the Australian sharemarket in the other direction, that is an unexpected and rapid jump UP in values. The Australian share market jumped 4.4% over July as concerns about Chinese growth eased, and increasingly positive news emanated from the US. The result was a recovery from some of the negativity that had built up over May and June. When combined with another month of no interest rate changes by the RBA, investors grabbed the opportunity to pour extra cash into the market, and so the big leap in values happened. +

June 2014 report
June 2014 report
Jul 14, 2014

After a great run, the Australian sharemarket (ASX 200) dropped away at the start of June and then semi-recovered towards the end of the month, to finish down by 1.8% for the month, but still up 12.4% for the full financial year. The ASX 200 Accumulation index earned 17.4% for the year, meaning that the top 200 stocks in Australia paid an average 5% dividend yield for the year - a fascinating result compared to term deposits! At the same time international shares inched forward in unhedged funds (0.4% for the month), but 1.6% for Hedged funds. The Australian dollar has continued to trade in a very tight band between $US 0.93 and $US 0.95 for the last several months, but overall it's fair to say that International Shares have outperformed Australian shares over the last twelve months regardless of whether you use hedging or not. My suspicion is this will continue to be the case for the next twelve months too. +

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