Monthly Investment Review January 2018

Tuesday, February 20 2018

In the first few days of February, we have seen this rise in bond yields give way to some concerns regarding their potential impact on market valuations. This month we discuss this impact and how we have been positioning the portfolios to deal with it.

IMPORTANT NOTE: This information has been prepared by DNR Capital Pty Ltd, AFS Representative – 294844 of DNR AFSL Pty Ltd ABN 39 118 946 400, AFSL 301658. Whilst DNR Capital has used its best endeavours to ensure the information within this document is accurate it cannot be relied upon in any way and you must make your own enquiries concerning the accuracy of the information within. The information in this document has been prepared for general purposes and does not take into account your particular investment objectives, financial situation or needs, nor does it constitute investment advice. Before making any financial investment decisions you should obtain legal and taxation advice appropriate to your particular needs. DNR Capital will not be responsible or liable to anyone who acts or relies upon anything contained in, or omitted from, this document. Past performance is not indicative of future performance. Total returns shown are based on DNR Capital’s model portfolio and have been calculated before taking DNR Capital’s fees into account. No allowance has been made for taxation.
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