Monthly Investment Review July 2016

Wednesday, August 17 2016

In what has been somewhat of a surprise, Australian equity markets have enjoyed a strong bounce back in July following the market volatility associated with Brexit. This month we discuss the reasons behind the move and outlook for Bonds and Financials. We also feature Treasury Wines Estates where members of the investment team travelled to the US to speak to a range of wine producers, distributors, retailers and other industry players.

IMPORTANT NOTE: This information has been prepared by DNR AFSL Pty Ltd ABN 39 118 946 400, an Australian Financial Services Licensee, Licence Number 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 recipients must make their own enquiries concerning the accuracy of the information within. This document is not intended to provide you with personal advice and in providing this information, DNR Capital has not taken into account your particular investment objectives, financial situation or needs. You should assess whether this information is appropriate for your particular needs, either by yourself or with your adviser. DNR Capital expressly disclaims any responsibility or liability 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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