Latest monthly commentary
November was yet another strong month for local equity markets with the Australian All Ords up 3.1% and the NZX 50 up 4.9% taking year-to-date returns to 26.4% and 28.4% respectively. This puts them on track for their best return since the GFC, something I'm sure no one was predicting back in January.
Who we are
SCL outsources its back office administration to Custodial Services Limited, which provides custody, settlements, portfolio valuation, and reporting...
How we operate
We manage each client’s portfolio to an “investment mandate” which is designed to meet each clients’ objectives. Investment mandates are reviewed annually...
our investment beliefs
The reason many investors lose money in equities is because of their lack of knowledge about the businesses in which they invest
and their lack of experience in managing the inherent risk in equity markets.
Minimising losses is central to the effectiveness of compounding returns and wealth creation.
