Elston/Quill Portfolio Investment Committee Changes

Director Mark Beveridge talks through the January changes to the Elston/Quill series of portfolios managed in conjunction with Elston Partners.

Summary of changes: 

  • Removing Henderson Tactical Income
  • Adding Daintree Core Income
  • Adding Franklin Absolute Return Bond Fund
  • Adding Pimco Diversified Fixed Income Fund
  • Adding Ardea Real Outcome Fund

We are here to help! Please get in touch if you have any questions.

Director Mark Beveridge talks through the February changes to the Elston/Quill series of portfolios managed in conjunction with Elston Partners.

Topics covered:
Mark reflects on 2019 and projects the 2020 outlook.
How does an adviser manage the process and assist you?
How do advisers think about investing?

We are here to help! Please get in touch if you have any questions.

“History doesn’t repeat itself, but it often rhymes”. That was Mark Twain’s quote on what we can learn from history, and in the context of the Coronavirus, we can look to the past to analyse history and how that might impact on our future.

The world has experienced epidemic cases like Ebola and SARS and MERS before and the reaction to those crises can give us an idea of what impact we might see from COVID2019 as it is officially called.

Some questions in these dire circumstances might be:

What is the impact of Coronavirus on the stock market?
What is the impact of Coronavirus on my portfolio?
Are there investment opportunities in the wake of Coronavirus?

At the time of recording this video, the death toll is 1,115 with 45,000 infected, and 28 countries reporting cases.

Director Mark Beveridge talks through the February Market Correction.