Quill Portfolio Investment Committee Changes

Director Mark Beveridge talks through the January changes to the Quill HUB24 Managed Portfolios.

Summary of changes: 

  • Removing Winton Global Alpha and replacing with Ironbark GCM Global Macro
  • Removing Kapstream Absolute Return and replacing with Daintree Core Income
  • Removing Janus Henderson Tactical Income and replacing with Ardea Real Outcome Fund

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.

Director Tony Marshall talks through the March changes to the Quill HUB24 Managed Portfolios.

Summary of changes: 

  • Removing Partners Group Multi-Asset Fund
  • Purchasing 4D Global Infrastructure Fund, Quay Global Real Estate Fund, SGH ICE Fund and Greencape Broadcap Fund.
  • We will also retain capital in cash for future opportunities.

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