IMP Monthly Report | June 2021
June was yet another strong month, with the ASX 200 Accumulation Index rising 2.26% to an all-time closing high. This represented the Index’s ninth consecutive monthly gain and, since March 2020 (COVID-19 low), the Index has only experienced one negative monthly return (-3.66% in September 2020). For the financial year, the Index climbed 27.80% – its best since the 2007 financial year (28.7%). For what it’s worth, the next best financial year (based on the older All Ordinaries Index) was 1987. It’s pretty hard not to note the significance of those two years.
For IMP/YMP, like most investors, it was an exceptionally rewarding but challenging year, with extraordinary market conditions reflecting the historic pandemic response by Fiscal and Monetary authorities. While enormous risks surrounded the global health situation, the exceptional medical advances and unprecedented stimulus consistently rewarded risk taking. For IMP/YMP, that meant a very mixed set of results… Continue through to the full report here.
The links below will take you to the April 2021 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.