IMP Monthly Report | July 2020
The Australian share market (S&P/ASX 200 Index) finished 0.5% higher in July (the Index’s fourth consecutive monthly gain following March’s capitulation). However, momentum was lost late in the period as renewed social and business restrictions tied to spiking COVID-19 case numbers in Victoria (and associated border closures with concerns about NSW) began to weigh on confidence.
Against this backdrop we are relatively pleased to report a flat month for IMP with an average miss of just 7bps and two of four models winning… Continue through to the full report here.
The links below will take you to the July 2020 Holdings & Yield Forecast charts for each of our portfolios:
IMP 100I | a model portfolio designed to more for income than growth with the majority of the funds invested in the top 100 ASX listed companies
IMP 100T | a model portfolio designed to more for growth than income with the majority of the funds invested in the top 100 ASX listed companies
IMP 200 | a model portfolio designed with the majority of the funds invested in the top 200 ASX listed companies
IMP 300 | a model portfolio designed with the majority of the funds invested in the top 300 ASX listed companies
YMP | a model portfolio designed for income with the majority of the funds invested in the top 100 ASX listed companies
For more information about our Individually Managed Portfolios, contact us to speak to one of our specialists.